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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-11-26 |
Branch Locations
18745 S I 19 Front Rd Ste A109, Green Valley, AZ 85614-4912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Green Valley | AZ | 05/2003 | Present |
| Mark Heltemes Insurance Agency | Green Valley | AZ | 01/2006 | Present |
| State Farm Investment Management Corp. | Green Valley | AZ | 08/2018 | Present |
1) KIWANIS CLUB OF GREEN VALLEY EDUCATIONAL FOUNDATION INC; NON-INVESTMENT; 17213 S. AZURE SKY TRAIL, VAIL, AZ,85641; MEMBERSHIP/CIVIC/FRATERNAL ORGANIZATION; TREASURER; 3/1/12; 2 HR/MO FOR BOTH; CHECK SIGNATORY DUTIES. 2) KIWANIS CLUB OF GREEN VALLEY; NON-INVESTMENT-RELATED; 17213 S AZURE SKY TRAIL VAIL AZ 85629; MEMBERSHIP/CICIV/FRATERNAL ORGANIZATION; Secretary/0%; 03/01/2016; 4 HRS/MO; 0 HRS/MO; file once a month reports to Kiwanis International, participate in Club service projects 3) Mark J Heltemes' Insurance Agency; Investment-related;18745 S I 19 Front Rd Ste A109 Green Valley, AZ 85614-4912; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2003; 80; 80; Service customers and supervise employees. 4) The Village HOA; non-investment-related; 4756 Buck Springs Rd Pinetop AZ 85935; Association/ Committee/ Council; Director (includes sitting on Board of Directors); 08/20/2024; 5; 0; Attend quarterly meetings in order to manage the homeowner's association.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-27 |
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