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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
CA RA APPROVED 2018-08-20
  • CA RA
    APPROVED
    Since 2018-08-20

Branch Locations

24800 Chrisanta Dr Ste 150, Mission Viejo, CA 92691 • 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
Kelly Brennan Insurance Agency Mission Viejo CA 05/1987 Present
State Farm Vp Management Corp. Mission Viejo CA 03/1998 Present
State Farm Investment Management Corp. Mission Viejo, CA 03/2011 03/2017
State Farm Investment Management Corp Mission Viejo CA 08/2018 Present
Previous Registrations
Other Businesses

1) Chrisanta Courtyard HOA; Non-Investment Related; 24800 Chrisanta Dr., Ste 150, Mission Viejo, CA 92691; Association/Committee/Council; Board Member; 8/19/2021; 1, 0; Manage HOA with five other board members. 2) Kelly Brennan's Insurance Agency; Insurance Agency; Investment-related; 24800 Chrisanta Dr Ste 150 Mission Viejo, CA 92691-4834; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/1985; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-10
  • S63 Uniform Securities Agent State Law Examination
    2000-08-10
Designations
Other Names
  • Kelly Ann Curtis
  • Kelly Curtis Brennan

View on SEC IAPD

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