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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-04-17
  • AZ RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2001 → Present
    State Farm Vp Management Corp.
    Surprise, AZ
  • 01/2003 → Present
    Lisa Grant Insurance Agency
    Surprise, AZ
  • 01/2015 → Present
    State Farm Vp Management Corp.
    Buckeye, AZ
  • 01/2015 → Present
    Lisa Grant Insurance Agency
    Buckeye, AZ
  • 04/2023 → Present
    Buckeye, AZ
  • 04/2023 → Present
    Surprise, AZ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-10
S63 Uniform Securities Agent State Law Examination 2000-02-18
  • S65 Uniform Investment Adviser Law Examination
    2023-04-10
  • S63 Uniform Securities Agent State Law Examination
    2000-02-18
Other Names
  • Lisa Rene Ommen Ommen
  • Lisa Renee Ommen Grant
  • Lisa Renee Ommen Grant

View on SEC IAPD

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