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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
1184 N Major Dr, Beaumont, TX 77706 • United States
3127 N 16Th St, Orange, TX 77630 • United States
2 disclosure categories 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. | Orange | TX | 07/2009 | Present |
| Heather Montagne Insurance Agency | Orange | TX | 03/2010 | Present |
| Heather Mankopf Insurance Agency | Beaumont | TX | 05/2022 | Present |
| State Farm Vp Management Corp | Beaumont | TX | 05/2022 | Present |
| State Farm Investment Management Corp | Beaumont | TX | 09/2025 | Present |
| State Farm Investment Management Corp | Orange | TX | 09/2025 | Present |
1) Heather Marie Mankopf Insurance Agency; Investment-related;3127 N 16th St Orange, TX 77630 and 1184 N Major Dr Beaumont, TX 77706; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2010; 80; 80; Service customers and supervise employees 2) The Salvation Army of Orange TX; non-investment related; 1950 Martin Luther King Dr Orange TX 77630; Association/Committee/Council; board member; board member; 09/01/2021; 2; 2; Non-profit organization that provides services to the community. 3) Rotary Club of Orange; non-investment related; 1950 MLK Dr, Orange, TX 77630; Board member and Vice president, 10/24/2022; 6;6
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-18 |
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