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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-12-04 |
Branch Locations
13303 W. Maple St. Ste. 103, Wichita, KS 67235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Wichita | KS | 06/2012 | Present |
| Jim Morgan Insurance Agency | Wichita | KS | 08/2013 | Present |
| State Farm Investment Management Corp | Wichita | KS | 08/2018 | Present |
1) Jim Morgan Insurance Agency; Investment-related;13303 W Maple St Ste 103 Wichita, KS 67235-8758; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2013; 80; 80; Service customers and supervise employees. 2) JLJJ Homes, LLC; investment-related; 13303 W. Maple St., Ste 103, Wichita, KS 67235; Investment or Commercial Property; Owner; Owner; 5/25/2018; 40; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account, management, tenant screening, collecting rent, building maintenance. 3) Jim Morgan - Property #1 (Personally Held Real Estate); investment-related; 3301 Murdock Ave Wichita, KS 67203; Investment or Commercial Property; Owner; none; 8/1/2018; 1; 0; Duties: Privately held rental building 4) Jim Morgan - Property #2 (Personally Held Real Estate); investment-related; 9913 W. Westlakes Ct Wichita, KS 67205; Investment or Commercial Property; Owner; none; 8/1/2019; 1; 0; Duties: Privately held rental building. 5) Jim Morgan - Property #1 (Personally Held Real Estate); Investment-Related; 9913 W. Westlakes Ct Wichita, KS 67205; Investment or Commercial Property; Owner; 08/01/2019; 5; 0; Personally owned real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-22 |
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