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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
NV RA APPROVED 2020-07-29
NM RA APPROVED 2020-06-26
CA RA APPROVED 2020-06-25
AZ RA APPROVED 2019-04-10
  • NV RA
    APPROVED
    Since 2020-07-29
  • NM RA
    APPROVED
    Since 2020-06-26
  • CA RA
    APPROVED
    Since 2020-06-25
  • AZ RA
    APPROVED
    Since 2019-04-10

Branch Locations

41600 West Smith Enke Road Building 14, Suite 1, Maricopa, AZ 85138 • United States

3165 S. Alma School Rd Suite 27, Chandler, AZ 85248 • 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
Courtny Insurance Agency Maricopa AZ 12/2005 Present
State Farm Vp Management Corp Maricopa AZ 12/2005 Present
State Farm Investment Management Corp. Maricopa AZ 08/2018 Present
Courtny Insurance Agency Chandler AZ 08/2021 Present
State Farm Vp Management Corp Chandler AZ 08/2021 Present
State Farm Investment Management Corp. Chandler AZ 08/2021 Present
  • 12/2005 → Present
    Courtny Insurance Agency
    Maricopa, AZ
  • 12/2005 → Present
    State Farm Vp Management Corp
    Maricopa, AZ
  • 08/2018 → Present
    Maricopa, AZ
  • 08/2021 → Present
    Courtny Insurance Agency
    Chandler, AZ
  • 08/2021 → Present
    State Farm Vp Management Corp
    Chandler, AZ
  • 08/2021 → Present
    Chandler, AZ
Other Businesses

1) MCMAT Holdings, LLC; non-investment-related; 41620 W Maricopa CG Hwy, Maricopa, AZ 85138; Investment or Commercial Property; Owner/President/100%; 04/07/2016; 1hr/mo 0hr/mo; Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account 2) Maricopa Community Foundation; non-investment-related; PO Box 456, Maricopa, AZ 85139; Association/Committee/Council; board member; 12/1/19; 2; 0; waiting to accept chair nomination until getting authorization from SF. 3) Courtny K Tyler Insurance Agency; Investment-related; 41600 W Smith Enke Rd Bldg 14 Ste 1 Maricopa, AZ 85138-2702; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2005; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-10
S63 Uniform Securities Agent State Law Examination 2003-11-24
  • S65 Uniform Investment Adviser Law Examination
    2019-04-10
  • S63 Uniform Securities Agent State Law Examination
    2003-11-24
Other Names
  • Courtny K Gross

View on SEC IAPD

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