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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-05 |
Branch Locations
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. | Jacksonville | FL | 05/2015 | 10/2016 |
| Trae Avant Iii Insurance Agency | Ozark | AL | 10/2016 | Present |
| State Farm Investment Management Corp | Ozark | AL | 07/2025 | Present |
| State Farm Vp Management Corp | Ozark | AL | 07/2025 | Present |
| State Farm Insurance | Jacksonville | FL | 05/2016 | 09/2016 |
1) Trae Avant III Insurance Agency; Investment-related; 1114 Andrews Ave Ozark, AL 36360; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;10/01/2016; 80; 80; Service customers and supervise employees 2) Dale County United Way; Non-Investment-related; 304 N Foster St., Dothan, AL 36303; Non-Profit; Board Member; 06/01/2018; 6;6; Fundraising 3) Ozark Police Foundation; Non-Investment-related; 275 Union Ave., Ozark, AL 36360; Public Service; Board Member; 06/01/2021; 2;2; member of the Board of Directors 4) MEN Inc.; Non-Investment-related; 3991 Campground Rd., Ozark, AL 36360; Education; Board Member; 01/01/2023; 6:6: mentor program for boys 5) Southeast Alabama Boy's & Girl's Club; Non-Investment-related; 195 Martin Luther King Jr. Ave., Ozark, AL 36360; Child Care; Board Member; 06/01/2019; 8;8; member of the Board of Directors 6) Dale Medical Center; Non-Investment-related; 126 Hospital Ave, Ozark, AL 36360; Hospital; Board Member; 07/01/2017; 6;6; member of the Board of Directors 7) Wiregrass United Way; Non-Investment-related; 304 N Foster St, Dothan, AL 36303; Non-Profit; Board Member; 05/01/2018; 6:6; member of the Board of Directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-28 |
| S66 | Uniform Combined State Law Examination | 2004-03-03 |
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