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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-01 |
| FL | RA | APPROVED | 2024-12-06 |
| TX | RA | APPROVED | 2024-10-14 |
| IL | RA | APPROVED | 2023-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mt. Vernon Business Services | El Paso | IL | 01/2011 | 10/2019 |
| H&R Block | Metamora | IL | 10/2019 | Present |
| Jeff Burtis Insurance Agency | Peoria | IL | 05/2022 | Present |
| Alignlife Systems Inc | Peoria | IL | 04/2017 | 11/2017 |
| Webdesign 309 | Peoria | IL | 01/2022 | 05/2022 |
| State Farm Vp Management Corp | Peoria | IL | 11/2022 | Present |
| State Farm Investment Management Corp | Peoria | IL | 08/2023 | Present |
1) Jeff Burtis Insurance Agency; Investment-related; 604 E War Mem Dr Peoria, IL 61614; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 4/25/2022; 80; 80; Service customers 2) CPMI/Cerify; non-investment-related; 3625 Brookside Pkwy Suite 450e, Alpharetta, GA 30022; education; independent Contractor; 9/1/2017; 10; 10; none. 3) H&R Block; non-investment-related; 713 W Mt Vernon St, Metamora, IL 61548; Tax preparation; employee; 11/25/2007; 0; 0; Prepare Tax returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-26 |
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