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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2018-08-21 |
Branch Locations
Carson City, NV • United States
2085 E William St Suite 20, Carson City, NV 89701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Carson City | NV | 03/1998 | Present |
| Marilyn Lewis Insurance Agency | Carson City | NV | 08/1984 | 05/2024 |
| State Farm Investment Management Corp. | Carson City | NV | 09/2011 | 03/2017 |
| State Farm Investment Management Corp. | Carson City | NV | 08/2018 | Present |
| Lydia Romero Insurance Agency | Carson City | NV | 05/2024 | Present |
1) SOROPTIMIST INTERNATIONAL OF CARSON CITY; WNCC INSTRUCTOR; EMPLOYEE; 2201 W COLLEGE PARKWAY, CARSON CITY NV 89703; TEACH INSURANCE RELATED CLASS - NON-INVESTMENT RELATED; 4HRS/MO; 3 HRS/MO; SINCE 1998;THEY WANT ME TO BE ONE OF THE SIGNERS ON THE CHECKING ACCOUNT. ACCOUNT ALWAYS REQUIRED TWO SIGNATURES. VOTING DELEGATE ON THE BOARD OF DIRECTORS. 2) CAPITAL CITY CIRCLES INITIATIVE; NON-INVESTMENT-RELATED; 2621 NORTHGATE LANE, SUITE 10 CARSON CITY, NV 89706; NON-PROFIT PROGRAM TO BREAK THE CIRCLE OF POVERTY; DIRECTOR; 01/01/2002; 3 HR/MO; 3 HR/MO DURING TRADING HOURS; SELL FUNDRAISER TICKETS. 3) St Teresa of Avila Catholic Church, Non-Investment-Related, 3000 Lompa Lane Carson City NV 89701, Catholic Church, Board Member, 09/01/2015, Member of a Finance Committee, the new Pastor has requested that members of the Finance committee take turns reviewing the reconciled bank statements. This would mean about 4 times per year I would review statements and compare to reports from Church bookkeeper. The is not mandatory to be on the committee but another financial advisor said his compliance would not allow him to perform this function. Member of Finance Committee. Review general financial situation for the church and advise the pastor as a group. Our advice is not binding on the pastor.; 3 HR/MO & 0 HR/MO. 4) Lydia Romero's Insurance Agency; Insurance Agency; Investment-related; 2085 E William St Ste 20 Carson City, NV 89701; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent Employee; Agent Team Member; 5/1/2024; 80; 80; Service customers 5) Goose Properties; investment-related; 2409 Roxbury Way Carson City NV 89703; Investment or Commercial Property; Owner; Branch Manager; 08/01/2025; 1;0; Siblings joining together to purchase a condominium for our sister.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-19 |
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