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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-06 |
Branch Locations
2190 Dallas Highway, Marietta, GA 30064 • United States
Csso 857 Collier Rd Suite 20, Atlanta, GA 30318 • United States
4416 Marietta St., Powder Springs, GA 30127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Marietta | GA | 03/2013 | 11/2018 |
| Shannon Upton Insurance Agency | Marietta | GA | 03/2013 | Present |
| State Farm Investment Management Corp | Marietta | GA | 11/2023 | Present |
| State Farm Vp Management Corp. | Marietta | GA | 11/2023 | Present |
| Shannon Upton Insurance Agency | Atlanta | GA | 08/2024 | Present |
| State Farm Investment Management Corp | Atlanta | GA | 08/2024 | Present |
| State Farm Vp Management Corp | Atlanta | GA | 08/2024 | Present |
| Shannon Upton Insurance Agency | Powder Springs | GA | 08/2024 | Present |
| State Farm Vp Management Corp | Powder Springs | GA | 08/2024 | Present |
| State Farm Investment Management Corp | Powder Springs | GA | 08/2024 | Present |
1) Shannon (Perren) Upton's Insurance Agency; Investment-related; A2190 Dallas Hwy Marietta GA 30064, 857 Collier Rd Suite 20 Atlanta, GA 30318, 4416 Marietta St. in Powder Springs, GA 30127; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees 2) SHANNON MARIE LLC.; Investment related;160 Manchester Lane Villa Rica, GA 30180; LLC that holds investment rental properties; OWNER 100%, 04/10/2014; 10;3; Control of the checkbook and other duties related to rental properties 3) Mount Paran Arts Council; non-investment-related; 1275 Stanley Rd Kennesaw, GA 30152; Association/Committee/Council; Board Member; Treasurer; 07/01/2025; 1;1; Providing support to the Arts department at a PK-12 Private school.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
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