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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Philip Mcdonald Insurance Agency | London | KY | 08/1999 | Present |
| State Farm Vp Management Corp | London | KY | 08/1999 | Present |
| Philip Mcdonald Insurance Agency | Middlesboro | KY | 10/2021 | Present |
| State Farm Vp Management Corp | Middlesboro | KY | 10/2021 | Present |
| State Farm Investment Management Corp | London | KY | 11/2022 | Present |
| State Farm Investment Management Corp | Middlesboro | KY | 04/2023 | Present |
| State Farm Investment Management Corp | London | KY | 04/2023 | Present |
1) LONDON TOWER PROPERTIES, LLC; NON-INVESTMENT-RELATED; 112 NAPIER RD. LONDON, KY 40744; OFFICER; 02/2009; 4 HRS/MTH-NONE DURING TRADING HOURS; LLC-REAL ESTATE; PROVIDE USEABLE OFFICE. 2) Beamco, LLC; Non-Investment-Related; 112 Napier Road, London, KY 40744; Investment or Commercial Property; Partner; 9/18/2018; Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. 4 individuals forming an LLC, looking to buy rental units. no compensation to any, continue to reinvest in more property. residential units only. I would be listed as member. checks require two signatures. All members will active in the management and plans for AVAIL software to assist in business management.; 1; 0. 3) CABER PROPERTIES, LLC; INVESTMENT-RELATED 112 Napier Rd London KY 40744; Residential Rental Property; Money to invest will only be for down payment for the loan requirement and comes from savings.; Partner; 06/01/2020; 1;0. 4) Philip McDonald's Insurance Agency; Insurance Agency; Investment-related; 1407 W 5th St London, KY 40741-1616; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/1998; 80; 80; Service customers and supervise employees 5) Brentwood Square Homeowner Association; non-investment-related; 1310Gray Hawk Dr Lexington KY 40502; association/committee/council; board member; board member; 10/31/2022; 1; 0; look out for the best interest of the HOA and keep the owners informed of decisions that need to be made. The HOA has a bookkeeper that keeps the financial records. 6) Philip McDonald - Property #1 (personally Held Real Estate); investment-related; 503 Hensley Dr London KY 40741; investment or commercial Property; Owner; 08/06/2024; 1; 0; Rental Home
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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