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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
IL RA APPROVED 2020-04-27
IN RA APPROVED 2020-04-27
KY RA APPROVED 2018-08-15
OH RA APPROVED 2018-08-15
  • IL RA
    APPROVED
    Since 2020-04-27
  • IN RA
    APPROVED
    Since 2020-04-27
  • KY RA
    APPROVED
    Since 2018-08-15
  • OH RA
    APPROVED
    Since 2018-08-15

Branch Locations

20 N Grand Ave Suite 9, Fort Thomas, KY 41075-1755 • 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 Fort Thomas KY 11/2007 Present
Joe Dalbey Insurance Agency Fort Thomas KY 12/2007 Present
State Farm Investment Management Corp. Fort Thomas KY 08/2018 Present
Joe Dalbey Insurance Agency Edgewood KY 06/2019 09/2020
State Farm Investment Management Corp. Edgewood KY 06/2019 09/2020
State Farm Vp Management Corp. Edgewood KY 06/2019 09/2020
State Farm Vp Management Corp Florence KY 01/2024 04/2026
Joe Dalbey Insurance Agency Florence KY 01/2024 04/2026
State Farm Investment Management Corp. Florence KY 01/2024 04/2026
  • 11/2007 → Present
    State Farm Vp Management Corp
    Fort Thomas, KY
  • 12/2007 → Present
    Joe Dalbey Insurance Agency
    Fort Thomas, KY
  • 08/2018 → Present
    Fort Thomas, KY
  • 06/2019 → 09/2020
    Joe Dalbey Insurance Agency
    Edgewood, KY
  • 06/2019 → 09/2020
    Edgewood, KY
  • 06/2019 → 09/2020
    State Farm Vp Management Corp.
    Edgewood, KY
  • 01/2024 → 04/2026
    State Farm Vp Management Corp
    Florence, KY
  • 01/2024 → 04/2026
    Joe Dalbey Insurance Agency
    Florence, KY
  • 01/2024 → 04/2026
    Florence, KY
Other Businesses

1) C&J HOLDINGS LLC; 20 N. GRAND AVE., SUITE 9 FORT THOMAS, KY 41075; INVESTMENT RELATED; 01/2010; PARTNER; COMMERCIAL REAL ESTATE; MAINTAIN UPKEEP OF PROPERTY; 1 HR/MTH-0 DURING TRADING HOURS. 2) All Inn Properties, LLC; Investment-related; 1068 Hiwassee Drive Jacksboro, TN 37757; Investment and commercial property; Partner 33%; 10/1/2019; 2hr/mo.; 0hr/mo.; Review bank statements. make deposits into checking account, pay bills/co-signor on checking account. 3) Joseph Dalbey's Insurance Agency; Insurance Agency; Investment-related; 20 N Grand Ave Ste 9 Fort Thomas, KY 41075-1755; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2007; 80; 80; Service customers and supervise employees. 4) Farming Property; Investment-Related; 275 McCord Lane Milton, KY 41075; Owner/President; Investment or Commercial Property; 09/01/2021; 5; 0; Purchased 155 acres of land. 20 is tillable and is rented to a local farmer for crops. Remainder is timber, etc. and used for personal enjoyment. Someday timber may be harvested and sold from this property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-02-02
  • S63 Uniform Securities Agent State Law Examination
    2007-02-02
Designations
Other Names
  • Joe Dalbey

View on SEC IAPD

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