Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-29 |
Branch Locations
189 N Plano Rd Ste 110, Richardson, TX 75081-8001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Richardson | TX | 11/2003 | Present |
| State Farm Insurance | Richardson | TX | 01/2006 | Present |
| State Farm Investment Management Corp | Richardson | TX | 04/2019 | Present |
1) Agents Political Action Network APAN, non-investment-related, 401 Ranch Road Ste 310 Austin TX 78734, Association/Committee/Council; Board Member; 05-01-2019; 1hr/mo. 1hr/mo.; State Farm Agent Political Action Network Board. Furthers legislative items in conjunction with State Farm corporate and agents. Assist organization with legislative issues. No leadership role., 2) Stephanie Ann South Insurance Agency; Investment-related; 189 N Plano Rd Ste 110 Richardson, TX 75081-8001; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2003; 80; 80; Service customers and supervise employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-18 |
Reach out to this advisor