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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
DC RA APPROVED 2023-01-27
MD RA APPROVED 2023-01-27
NC RA APPROVED 2019-04-08
PA RA APPROVED 2019-04-08
VA RA APPROVED 2018-09-21
  • DC RA
    APPROVED
    Since 2023-01-27
  • MD RA
    APPROVED
    Since 2023-01-27
  • NC RA
    APPROVED
    Since 2019-04-08
  • PA RA
    APPROVED
    Since 2019-04-08
  • VA RA
    APPROVED
    Since 2018-09-21

Branch Locations

305 Twinridge Lane, Richmond, VA 23235 • 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. Richmond VA 11/2002 Present
Brooks Baltich Insurance Agency Richmond VA 01/2005 Present
State Farm Investment Management Corp Richmond VA 09/2018 Present
  • 11/2002 → Present
    State Farm Vp Management Corp.
    Richmond, VA
  • 01/2005 → Present
    Brooks Baltich Insurance Agency
    Richmond, VA
  • 09/2018 → Present
    Richmond, VA
Other Businesses

1 ) MANADALY MANAGEMENT LLC, OWNER/SOLE PROPRIETOR, 100% OWNERSHIP. LOCATED AT 13812 LOTHIAN TRAIL,MIDLOTHIAN, VA 23114. PUBLIC SPEAKING ON HIRING RECRUITING TECHNIQUES. SPEAKING PER SESSION TO BE NEGOTIATED PER EVENT. DEVOTES 2 HOURS PER MONTH. 2 HOUR DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. (2) GLOBAL FUSION VENTURES LLC. PARTNER. 50% OWNERSHIP. LOCATED AT 13812 LOTHIA TRAIL, MIDLOTHIAN, VA. I WILL BE COACHING COMPANIES ON HOW TO EXPAND THEIR MARKET PRESENCE FROM THE US TO INTERNATIONAL MARKETS (HELP THEM DETERMINE IF THEIR COMPANY COULD BE SUCCESSFUL; HELP THEM BECOME KNOWN IN THE INTERNATIONAL MARKETS; ALSO ASSIST WITH EDUCATING ON CULTURAL DIFFERENCES TO ASSIST IN THEIR SUCCESS). DEVOTING 12 HOURS PER MONTH TO THIS BUSINESS. 6 HOURS DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. (3) B2 INSIGHT GROUP, LLC; NON-INVESTMENT RELATED; 13812 LOTHIAN TRAIL, MIDLOTHIAN, VA 23114; BROOKS BALTICH AND JAMIE BROWN INTEND TO JOINTLY FORM A CORPORATION FOR THE PURPOSES OF OFFERING TRAINING SEMINARS TO AGENTS AND AGENT'S TEAM MEMBERS. THESE SEMINARS WILL BE OFFERED OUTSIDE OF BROOKS AND JAMIE'S OFFICES; OWNER 50%; 2/15/15; NO DUTIES; 16 HRS FOR BOTH. 4) Velocity Parctice Management; non investment related; 13812 Lothian Trail Midlothian, VA 23114; Velocity Practice Management is a training company much like B2 Insight Group. I am going to help them use some of my training materials for other markets; Partner; 34% ownership; 04/24/2020; Owners Draw when the business is profitable.; Control of the checkbook, review bank statements, make deposits in the checking account, pay bills and co signor on the checking account; 8;2. 5) Brooks W Baltich's Insurance Agency; Investment-related; 305- Twinridge lane, Richmond, VA 23235; Service Industry; Owner; Agent;12/06/2002; 80; 80; Service customers and supervise employees. 6) Brattle Street; Investment-related; 4365 Piedmont Ave Suite 306, Oakland, CA 64311; Investment or Commercial Property; Partner; title; 05/01/2022; 10; 10; To review and screen companies. They will receive many proposals, and I would be part of the team to help them sort through and qualify them. 7) Elite Access Capital; Investment Related; 165 Ross Rd Mooresville, NC 28117; Investment or Commercial Property; Partner; None; 06/01/2025; 1; 0; none

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-11-15
  • S63 Uniform Securities Agent State Law Examination
    2002-11-15
Designations

View on SEC IAPD

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