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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
TX RA APPROVED 2019-01-01
  • TX RA
    APPROVED
    Since 2019-01-01

Branch Locations

815 Highway 71 W Unit D, Bastrop, TX 78602 • 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 Vp Management Corp Bastrop TX 12/2002 Present
Lori Guggle Insurance Agency Bastrop TX 01/2005 Present
State Farm Investment Management Corp Bastrop TX 10/2018 Present
  • 12/2002 → Present
    State Farm Vp Management Corp
    Bastrop, TX
  • 01/2005 → Present
    Lori Guggle Insurance Agency
    Bastrop, TX
  • 10/2018 → Present
    Bastrop, TX
Other Businesses

1) Lori Tuggle's Insurance Agency; Insurance Agency; Investment-related; 815 Highway 71 W Unit D Bastrop, TX 78602-3591; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2002; 80; 80; Service customers and supervise employees. 2) Trinidad Properties, LLC; investment-related; 815 Highway 71 West, Suite D, Bastrop, TX 78602; Investment or Commercial Property; Partner; Partner; 10/1/2009; 2; 0; collect rent and pay bills. 3) Tuggle Landholding Company, LLC; Investment-related; 739 Union Chapel Rd Cedar Creek TX 78612; Investment or Commerical Property; Owner; None; 05/15/2023; 10; 0; Control of the checkbook, LLC to be created with my 3 children in order to begin acquiring real estate for investment purposes. 4) Bastrop Chamber of Commerce Foundation; non-investment-related; 927 Main St Bastrop, TX 78602; Association/Committee/Council; Director; none; 1/1/2024; 3; 0; New foundation being created to assist with workforce development in our community. A chamber task force is being formed to determine the goals and scope of the foundation's efforts. 5) Bastrop Chamber of Commerce; Non-Investment-Related; 927 Main St Bastrop, TX 78602; Association/Committee/Council; Director; None; 01/01/2024; 5; 3; Attend monthly board meetings, monthly luncheons and occasional fundraising events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-28
S63 Uniform Securities Agent State Law Examination 2002-07-12
  • S65 Uniform Investment Adviser Law Examination
    2018-12-28
  • S63 Uniform Securities Agent State Law Examination
    2002-07-12
Designations
Other Names
  • Lori Elizabeth Bolk
  • Lori Elizabeth Tuggle

View on SEC IAPD

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