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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-07 |
| SC | RA | APPROVED | 2020-06-18 |
| NC | RA | APPROVED | 2018-12-20 |
Branch Locations
452 S Main St Suite 100, Davidson, NC 28036-8095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Davidson | NC | 10/2002 | Present |
| Daniel O'COnnell Insurance Agency | Davidson | NC | 09/2005 | Present |
| State Farm Investment Management Corp. | Davidson | NC | 08/2018 | Present |
| Daniel O'COnnell Insurance Agency | Mount Holly | NC | 05/2021 | 06/2021 |
| State Farm Vp Management Corp | Mount Holley | NC | 05/2021 | 06/2021 |
1) Daniel R O'Connell's Insurance Agency; Investment-related;452 S Main St Ste 100 Davidson, NC 28036-8095 ; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/17/2002; 80; 80; Service customers and supervise employees. 2) Daniel Roger O'Connell III - Property #1 (personally Held Real Estate); investment-related; 42 Queens Ct Saluda NC 28773; Individual Held Real Estate; Partner; 06/17/2022; 4; 0; short term rental property and Control of the checkbook, Review bank statements, Pay bills/Co-Signor on checking account, Make deposits in the checking account 3) Tryon Country Club; Non-Investment Related; 393 Country Club Rd Tryon, NC 28782; Membership/Civic/Fraternal Organization; Board Member; Vice President; 06/15/2026; 2; 0; Volunteering my time to help.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-16 |
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