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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Wood Insurance Agency | Many | LA | 05/1985 | Present |
| State Farm Vp Management Corp. | Many | LA | 03/1998 | Present |
| Charles Wood Insurance Agency | Leesville | LA | 01/2016 | Present |
| State Farm Vp Management Corp | Leesville | LA | 01/2016 | Present |
| State Farm Investment Management Corp | Many | LA | 12/2021 | Present |
| State Farm Investment Management Corp | Leesville | LA | 12/2021 | Present |
1) BUDMEL ENTERPRISE, LLC; NON-INVESTMENT-RELATED; 471 HORSESHOE DR. MANY, LA 71449; 01/2010; INVESTMENT OR COMMERCIAL PROPERTY; PRESIDENT; 01/01/2010; 4 HRS/MTH-NONE DURING TRADING HOURS. 2) MANY ROTARY CLUB; MEMBER OF A FINANCE COMMITTEE; 1050 SAN ANTONIO AVE, MANY, LA, 71449; MEMBERSHIP/CIVIC/FRATERNAL ORGANIZATION; DIRECTOR; 01/01/2010; 2 HRS/MO; 0 HRS/MO; NO OTHER DUTIES. 3) LOUISIANA SPORTS HALL OF FAME FOUNDATION; NON-INVESTMENT-RELATED; 500 FRONT ST NATCHITOCHES LA 71457; INVESTMENT OR COMMERCIAL PROPERTY; BOARD MEMBER; 11/01/2014; 2; 0; ADVISORY, ASSIST IN OUTREACH EFFORTS, APPROVE AND MONITOR ANNUAL BUDGET, ASSIST IN FUND-RAISING EFFORTS. 4) Womens Resources Center; 107 Fourth St. Natchitoches LA 71457; Womans resource center is a crisis pregnancy center on which I serve on the board or directors; Director, president; 01/01/2011; 3;3. 5) Sabine Parish Communications District; non-investment-related; Sabine Parish courthouse, LA 71449; Board Member; 01/01/1996; 1;1. 6) Charles Wood's Insurance Agency; Insurance Agency; Investment-related; 125 Fisher Rd Many, LA 71449-3706; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/1983; 80; 80; Service customers and supervise employees. 7) CASA; non-investment-related; 1200 Keyser Ave Natchitoches LA 71457; Association/Committee/Council; Board Member; None; 03/10/2023; 1; 0; volunteer board member, CASA is a social services organization to advocate for abused and neglected children.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
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