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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-17 |
Branch Locations
14827 W Bell Rd Ste 101, Surprise, AZ 85374 • United States
Paradise Valley, AZ • United States
208 7Th Ave West, Buckeye, AZ 85326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Surprise | AZ | 04/2001 | Present |
| Lisa Grant Insurance Agency | Surprise | AZ | 01/2003 | Present |
| State Farm Vp Management Corp. | Buckeye | AZ | 01/2015 | Present |
| Lisa Grant Insurance Agency | Buckeye | AZ | 01/2015 | Present |
| State Farm Investment Management Corp | Buckeye | AZ | 04/2023 | Present |
| State Farm Investment Management Corp | Surprise | AZ | 04/2023 | Present |
1) WE HAVE THREE LLC; NON-INVESTMENT-RELATED; 1509 W. MESA DRIVE, PAYSON AZ 85541; LLC FOR PURCHASE OF HUSBAND'S STATE FARM OFFICE BUILDING; 50% PARTNER; 11/01/2016; PREVIOUSLY KNOWN AS LISA RO GRANT I, LLC; NO DUTIES; ZERO HOURS DEVOTED. 2) Lisa Ro Grant I LLC; NON-INVESTMENT-RELATED; 14071 W BELL RD, SUITE 105, SURPRISE, AZ, 85374; INVESTMENT OR COMMERCIAL PROPERTY; OWNER-100%; 09/20/2007; 0HR/M; 0 SECURITIES TRADING HR 3) LISA RO GRANT II LLC; NON-INVESTMENT-RELATED; 14071 W BELL RD, SUITE 105, SURPRISE, AZ, 85374; INVESTMENT OR COMMERCIAL PROPERTY; OWNER-100%; 09/20/2007; 0HR/M; 0 SECURITIES TRADING HR 4) Lisa Ross's Insurance Agency; Insurance Agency; Investment-related; 14827 W Bell Rd Ste 101 Surprise AZ 85374 and 208 7th Ave West Buckeye AZ 85326; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2000; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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