Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-09-13 |
| MS | RA | APPROVED | 2024-09-13 |
| UT | RA | APPROVED | 2021-03-05 |
Branch Locations
151 25Th St., Ogden, UT 84401-1371 • United States
887 E 1000 N, Layton, UT 84040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Odgen | UT | 01/2008 | Present |
| Kallee Genta Insurance Agency | Odgen | UT | 01/2008 | Present |
| State Farm Investment Management Corp. | Ogden | UT | 08/2018 | 04/2019 |
| State Farm Investment Management Corp. | Ogden | UT | 03/2021 | Present |
| Kallee Genta Insurance Agency | North Layton | UT | 04/2021 | Present |
| State Farm Vp Management Corp | North Layton | UT | 04/2021 | Present |
1) Utah Agency Resource Group, Inc.; Non-Investment-Related; 684 E 11400 S, Suite E, Draper, UT 84020; Association/Committee/Council; Board Member/Vice President; 4/1/2019; 4 HR/MO for both; Organization led by Utah State Farm agents to recognize and reward State Farm agent team members for the production of life insurance. We will collect dues paid by agents and use those dues to host a gala in 2020 to recognize the qualifying team members. Make deposits in the checking account, Pay bills/Co-Signor on checking account. 2) Rise HiER; Non-investment-related; 3177 Macintosh Way, Pleasant View, UT 84414; Education; Coaching; None; 06/02/2025;3;0; Coaching program available to help women develop talents and habits and skills needed to enter work force or open a business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-01 |
Reach out to this advisor