Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-09 |
Branch Locations
8130 Lakewood Main St Ste 206, Lakewood Ranch, FL 34202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Sarasota | FL | 11/2008 | 05/2019 |
| George Quarterman Insurance Agency | Sarasota | FL | 01/2009 | 05/2019 |
| State Farm Vp Management Corp. | Lakewood Ranch | FL | 05/2019 | Present |
| George Quarterman Insurance Agency | Lakewood Ranch | FL | 05/2019 | Present |
| State Farm Investment Management Corp | Lakewood Branch | FL | 03/2024 | Present |
1) Visible Men Academy; Non-investment-related; 921 63rd Ave East, Bradenton, Florida 34203; Education; Board Member; title; 11/01/2021; 2; 0; Business acumen, training, community involvement. 2) George Quarterman's Insurance Agency; Insurance Agency; Investment-related; 8130 Lakewood Main St Ste 206 Lakewood Rch, FL 34202-5068; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2009; 80; 80; Service customers and supervise employees. 3) New College of Florida; investment-related; 5800 Bay Shore Road, Sarasota, FL 34243; Education; Member; Director; 1/31/2020; 1; 0; finance committee advice.
Reach out to this advisor