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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
MO RA APPROVED 2024-09-17
CT RA APPROVED 2023-06-27
  • MO RA
    APPROVED
    Since 2024-09-17
  • CT RA
    APPROVED
    Since 2023-06-27

Branch Locations

131 Elm Street, Enfield, CT 06082 • 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 Enfield CT 07/2003 Present
Jo Ann Walk Insurance Agency Enfield CT 06/2007 Present
State Farm Investment Management Corp Enfield CT 06/2023 Present
  • 07/2003 → Present
    State Farm Vp Management Corp
    Enfield, CT
  • 06/2007 → Present
    Jo Ann Walk Insurance Agency
    Enfield, CT
  • 06/2023 → Present
    Enfield, CT
Other Businesses

1) North Central CT Chamber of Commerce; non-investment-related; PO Box 123 Enfield Ct 06082; Board Member; 01/01/2021; Board assisting in running the local Chamber of Commerce; 2;0 2) Jo Ann Walk Insurance Agency; Investment-related; Address of Agent's office; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;07/01/2003 80; 80; Service customers and supervise employees 3) Jo Ann Walk Insurance Agency; Investment-related131 Elm St Enfield, CT 06082-3839; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;07/01/2003; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-20
S63 Uniform Securities Agent State Law Examination 2003-03-24
  • S65 Uniform Investment Adviser Law Examination
    2023-06-20
  • S63 Uniform Securities Agent State Law Examination
    2003-03-24

View on SEC IAPD

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