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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
VA RA APPROVED 2025-11-06
NC RA APPROVED 2025-06-20
  • VA RA
    APPROVED
    Since 2025-11-06
  • NC RA
    APPROVED
    Since 2025-06-20

Branch Locations

5310 Nc Highway 55 Suite 102, Durham, NC 27713 • United States

301 N West St Suite 111, Raleigh, NC 27603 • 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
Consilio Raleigh NC 11/2013 01/2019
Epiq Global Raleigh NC 01/2019 03/2025
Carmen Ritz Insurance Agency Raleigh NC 03/2025 Present
State Farm Vp Management Corp Raleigh NC 04/2025 Present
Carmen Ritz Insurance Agency Durham NC 03/2025 Present
State Farm Vp Management Corp Durham NC 04/2025 Present
State Farm Investment Management Corp Raleigh NC 06/2025 Present
State Farm Investment Management Corp Durham NC 06/2025 Present
  • 11/2013 → 01/2019
    Consilio
    Raleigh, NC
  • 01/2019 → 03/2025
    Epiq Global
    Raleigh, NC
  • 03/2025 → Present
    Carmen Ritz Insurance Agency
    Raleigh, NC
  • 04/2025 → Present
    State Farm Vp Management Corp
    Raleigh, NC
  • 03/2025 → Present
    Carmen Ritz Insurance Agency
    Durham, NC
  • 04/2025 → Present
    State Farm Vp Management Corp
    Durham, NC
  • 06/2025 → Present
    Raleigh, NC
  • 06/2025 → Present
    Durham, NC
Previous Registrations
Other Businesses

1) Carmen Ritz's Insurance Agency; Investment-related; 301 N West St Ste 111 Raleigh, NC 27603-7148 and 5310 NC Highway 55 Ste 102 Durham, NC 27713-7813; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/17/2025; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
S63 Uniform Securities Agent State Law Examination 2025-05-23
S66 Uniform Combined State Law Examination 2008-06-30
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2025-05-23
  • S66 Uniform Combined State Law Examination
    2008-06-30
Other Names
  • Jay Justin Ritz

View on SEC IAPD

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