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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-01-25 |
Branch Locations
2650 Memorial Boulevard Suite C, Murfreesboro, TN 37129-5138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Murfreesboro | TN | 08/2003 | Present |
| Trey Helton Insurance Agency | Murfreesboro | TN | 09/2004 | Present |
| State Farm Investment Management Corp. | Murfreesboro | TN | 08/2018 | Present |
1) G AND V OWNER'S ASSOCIATION, INC; NON-INVESTMENT-RELATED; 518 MIDDLE TENNESSEE BLVD, MURFREESBORO TN, 37129; ASSOCIATION.COMMITTEE/COUNCIL; OWNER/OFFICER/BOARD MEMBER/VICE PRESIDENT/40%; 01/01/2016; 1HR/MO 0HR/MO; PROVIDE FINANCIAL ADVICE TO A COMMITTEE OR BOARD, REVIEW BANK STATEMENTS, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT, VOTING RIGHTS 2) MTCS; non-investment-related; 100 East MTCS Drive, Murfreesboro, TN 37129; Private K-12 school; 8/24/2020; 22; 0; Teaching 1 class per day. 3) Trey Helton's Insurance Agency; Insurance Agency; Investment-related; 2650 Memorial Blvd Ste C Murfreesboro, TN 37129-5138; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2004; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-12 |
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