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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-11 |
| SC | RA | APPROVED | 2025-11-11 |
Branch Locations
14316 Reese Blvd W Ste A, Huntersville, NC 28078 • United States
206 Joe Knox Ave Suite B, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Huntersville | NC | 04/2004 | Present |
| Annette Burkhard Insurance Agency | Huntersville | NC | 12/2005 | Present |
| Annette Burkhard Insurance Agency | Mooresville | NC | 07/2018 | Present |
| State Farm Vp Management Corp. | Mooresville | NC | 07/2018 | Present |
| State Farm Investment Management Corp | Mooresville | NC | 11/2025 | Present |
| State Farm Investment Management Corp | Huntersville | NC | 11/2025 | Present |
1) BURKHARD GROUP, LLC; NON-INVESTMENT RELATED; 21343 Norman Shores Dr, Cornelius, NC 28031; Investment or Commercial Property; SECRETARY; 4/1/%; 2; 0; Purchased office condo for MOA State Farm office; Maintain properties; Only pay bills and make deposits. 2) Annette Burkhard Insurance Agency; Investment-related; 14316 Reese Blvd W Ste A Huntersville, NC 28078-7960 and 206 Joe Knox Ave Ste B Mooresville, NC 28117-7912; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2004; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-17 |
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