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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-29 |
| MI | RA | APPROVED | 2024-10-29 |
| GA | RA | APPROVED | 2023-08-07 |
Branch Locations
1160 Grimes Bridge Rd Suite F, Roswell, GA 30075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C. J. Wilcox & Associates | Alpharetta | GA | 04/1994 | Present |
| Clifford Wilcox Insurance Agency | Roswell | GA | 01/2008 | Present |
| State Farm Vp Management Corp | Roswell | GA | 01/2008 | Present |
| State Farm Investment Management Corp | Roswell | GA | 08/2023 | Present |
1) C. J. WILCOX & ASSOCIATES. NON-INVESTMENT-RELATED. 6122 HADDEN HALL COURT ALPHARETTA, GA 30005. TRAINING AND DEVELOPMENT FIRM, OWNER, FACILITATOR AND BUSINESS 1 HR A MONTH. 1 HR DURING SECURITIES TRADING. DUTIES INCLUDE: SALES, MARKETING, FACILITATION, COURSE DESIGN, SYSTEMS CONSULTATION, MATERIALS DEVELOPMENT, AND ACCOUNTING. 2) GEORGIA HOCKEY REFEREE ASSOCIATION; NON-INVESTMENT RELATED; 980 CHIPPENDALE LANE, NORCROSS GA 30093; HOCKEY REFEREE SINCE 08/01/2017; INDEPENDENT CONTRACTOR; 15-HOURS PER MONTH DEVOTED; ZERO DURING TRADING HOURS. 3) Clifford Wilcox's Insurance Agency; Insurance Agency; Investment-related; 1160 Grimes Bridge Rd Ste F Roswell, GA 30075-3900; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2008; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-18 |
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