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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Lake Mary | FL | 07/2013 | 09/2021 |
| State Farm Insurance | Lake Mary | FL | 07/2013 | 09/2021 |
| State Farm Investment Management Corp. | Lake Mary | FL | 08/2018 | 09/2021 |
| State Farm Investment Management Corp. | Eustis | FL | 10/2021 | Present |
| David Underwood Insurance Agency | Eustis | FL | 10/2021 | Present |
| State Farm Vp Management Corp | Eustis | FL | 10/2021 | Present |
1) David A Underwood Insurance Agency; Investment-related;2864 David Walker Dr Eustis, FL 32726-6172 ; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;09/01/2021; 80; 80; Service customers and supervise employees 2) DAU Holdings, LLC; Investment-related; 4900 Hwy 19a Mount Dora, FL 32757; Investment or Commercial Property; Owner; none; 4/1/2024; 10; 10; Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-15 |
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