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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-10-02 |
| MT | RA | APPROVED | 2018-08-14 |
Branch Locations
15 Discovery Drive, Butte, MT 59701-3124 • United States
Lahaina, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Butte | MT | 03/1998 | Present |
| Leo Mccarthy Insurance Agency | Butte | MT | 06/1997 | Present |
| State Farm Investment Management Corp. | Butte | MT | 08/2018 | Present |
1) Leo McCarthy's Insurance Agency; Insurance Agency; Investment-related; 15 Discovery Dr Butte, MT 59701-3124; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/1996; 80; 80; Service customers and supervise employees 2) Digger Athletic Association, non-investment-related, 1600 W Park Association, 1600 W Park St Butte MT 59701, Non-profit organization that helps and raises money for Montana Tech athletes, 12/31/2015, board member, attend monthly meetings and assist in non-financial events. No raising of money through any means will be performed.,1hr/mo., 4hr/mo. 3) Association of Apartment Owners of Noelani; Non-Investment-Related; 3804095 L Honoapiilani Road, Lahaina Maui, HI 96761; Owner; Request to approve to join the owners board of directors. This is separate from the rental association, of which, I do not belong to as a board member.; 5/2/2018; Board member in making decisions on owner's property upkeep.; 1 HR/MO & 0 HR/MO. 4) Mariah Daye Mccarthy Scholarship Foundation - Dba Mariah's Challenge; Non-investment-related; ADDRESS; Education; Officer; President; 10/04/2021; 5; 8; Provide scholarships to graduating high school, home school seniors who follow the tenets of Mariah Daye McCarthy Scholarship Foundation, dba Mariah's Challenge. 5) Praxis Sim Holdings, LLC; investment-related; 465 E Galena Street STE B, Butte, MT 59701; Membership/Civic/Fraternal Organization; Board Member; None; 06/03/2022; 1; 5; Role of the Advisory Board. 6) Mariah Daye McCarthy Scholarship Foundation, INC; Non-investment-related; 13 Holly Lane, Butte, MT 59701; Association/Committee/Council; Director (includes sitting on Board of Directors); President; 04/08/2022; 2; 0; Conduct quarterly meetings, review upcoming events, scholarship ceremony, charity golf game. 7) FOUR MACS, LLC; INVESTMENT-RELATED; OFFICER; 13 HOLLY LANE, BUTTE, MT 59701; INVESTMENT OR COMMMERCIAL PROPERTY; OFFICER; 3//12008; 0; Oversight of LLC payments, expenses and taxes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
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