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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
OR RA APPROVED 2021-04-02
WA RA APPROVED 2021-03-29
  • OR RA
    APPROVED
    Since 2021-04-02
  • WA RA
    APPROVED
    Since 2021-03-29

Branch Locations

8253 Sw Cirrus Drive, Suite 16-C1, Beaverton, OR 97008 • 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 Insurance Portland OR 03/2013 01/2022
State Farm Vp Management Corp. Portland OR 03/2013 01/2022
State Farm Investment Management Corp. Portland OR 07/2018 06/2019
State Farm Investment Management Corp. Portland OR 03/2021 01/2022
Kelly Manning Insurance Agency Beaverton OR 01/2022 Present
State Farm Investment Management Corp. Beaverton OR 01/2022 Present
State Farm Vp Management Corp. Beaverton OR 01/2022 Present
Other Businesses

1) NICKEL DIME; NON-INVESTMENT-RELATED; 2822 NW BIRKENDENE ST PORTLAND OR 97227; CHARITABLE ORGANIZATION FOR SICK CHILDREN; PARTNER; 7/15/14; 5HR/MO; 0HR/MO; HELP SON MANAGE ONLY THOSE ACTIVITIES HE CANNOT DO ON HIS OWN. MEMBER OF A FINANCE COMMITTEE, MEMBER OF AN ENDOWMENT COMMITTEE, CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT 2) Best Night Ever; Non-Investment-Related; 2822 NW Birkendene St., Portland, OR 97229; Service Industry; Partner; President; 06/01/2022; 1; 0; Pay bills/Co-signor on checking account 3) Kelly Manning's Insurance Agency; Insurance Agency; Investment-related; 8253 SW Cirrus Dr Ste 16-C1 Beaverton, OR 97008-5995; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2022; 80; 80; Service customers and supervise employees 4) None yet; non-investment-related; 2822 NW Birkendene St. Portland, OR 97229; Retail; Owner; President; 11/15/2023; 10; 0; help my daughter get started with an online business that she wants to pursue.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-24
  • S63 Uniform Securities Agent State Law Examination
    2000-07-24
Designations
Other Names
  • Kelly Summers

View on SEC IAPD

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