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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2019-06-24
  • MT RA
    APPROVED
    Since 2019-06-24

Branch Locations

31 8Th St East, Columbia Falls, MT 59912 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp. Columbia Falls MT 02/1998 Present
Lyle Mitchell Insurance Agency Columbia Falls MT 06/1995 Present
State Farm Investment Management Corp. Columbia Falls MT 04/2010 03/2017
State Farm Investment Management Corp Columiba Falls MT 06/2019 Present
Previous Registrations
Other Businesses

1) Lyle Mitchell's Insurance Agency; Insurance Agency; Investment-related; 31 8th St E Columbia Falls, MT 59912-3704; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/1993; 80; 80; Service customers and supervise employees 2) CARLYLE PROPERTIES LLC; INVESTMENT-RELATED; 1123 9TH ST W, COLUMBIA FALLS, MT,59912; COMMERCIAL REAL ESTATE; 55% OWNER; 7/14/2014; 4 HR/MO; 0 HR/MO; CONTROL OF CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS, PAY BILLS, CHECK SIGNATORY AUTHORITY, MANAGING PARTNER, COLLECT RENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-01
  • S63 Uniform Securities Agent State Law Examination
    1998-05-01
Designations

View on SEC IAPD

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