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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lisa Kozak Insurance Agency | Horsham | PA | 07/1988 | Present |
| State Farm Vp Management Corp. | Horsham | PA | 03/1998 | Present |
| State Farm Investment Management Corp. | Horsham | PA | 08/2018 | Present |
1) Lisa Kozak's Insurance Agency; Insurance Agency; Investment-related; 443 Easton Rd Horsham, PA 19044-2508; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/1988; 80; 80; Service customers and supervise employees 2) Lookaway Golf Club; Non-investment-related; 4219 Upper Mountain Rd Buckingham PA 18912; Golf Club; Board Member; None; 04/06/2023; 4; 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-23 |
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