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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
AZ RA APPROVED 2024-11-20
UT RA APPROVED 2024-10-17
CA RA APPROVED 2024-10-16
OR RA APPROVED 2020-11-05
NV RA APPROVED 2019-07-11
  • AZ RA
    APPROVED
    Since 2024-11-20
  • UT RA
    APPROVED
    Since 2024-10-17
  • CA RA
    APPROVED
    Since 2024-10-16
  • OR RA
    APPROVED
    Since 2020-11-05
  • NV RA
    APPROVED
    Since 2019-07-11

Branch Locations

780 Coronado Center Dr Ste 100, Henderson, NV 89052 • 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
State Farm Vp Management Corp. Henderson NV 09/2014 Present
Nicholas Sage Insurance Agency Henderson NV 09/2014 Present
State Farm Investment Management Corp. Henderson NV 07/2019 Present
  • 09/2014 → Present
    State Farm Vp Management Corp.
    Henderson, NV
  • 09/2014 → Present
    Nicholas Sage Insurance Agency
    Henderson, NV
  • 07/2019 → Present
    Henderson, NV
Other Businesses

1) EdTech Foundation; non-investment; 19 Tioga Place, The woodlands, TX 77375; education; board member; 6/1/2021; 1; 0; No real duties or responsibilities. 2) Nicholas Sage's Insurance Agency; Insurance Agency; Investment-related; 780 Coronado Center Dr Ste 100 Henderson, NV 89052-5056; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2014; 80; 80; Service customers and supervise employees 3) Masters Collection Homeowners Association; non-investment related; 11411 Southern Highlands Pkwy, Suite 100 Las Vegas NV 89141; Assocation/Committee/Council; Board Member; Treasurer; 08/14/2023; 1; 0; Vote on investing in CD's or Money Market Accounts (bank products), Review bank statements, I would like to be on the board for my homeowner's association. I do not believe the board member position would interfere or be a conflict of interest with my role as a State Farm agent. The board meets virtually once a quarter for about an hour. The community is managed by Olympia Management Services and the community manager is responsible for organizing, scheduling, bidding and preparing the financial info for the boards review. They are also responsible for paying vendors so, I would not manage the bank account or checkbook for the community. The virtual meetings are normally scheduled at 4:00pm (Pacific) once a quarter and I would not use my State Farm computer to virtually attend the meeting. I would also like to share that I will not use the position or platform to market or solicit any State Farm business. 4) Sage Gallery, LLC; Investment Related; 780 Coronado Center Dr Henderson, NV 89052; Other; 11/06/2024; 5; 0; The purchase and sales of art and antiques., 5) South Pointe Owners Association; non-investment related; 780 Coronado Center Dr. Henderson, NV 89502; Association/Committee/Council; Board Member; Secretary; 05/31/2025; 1;0; Review bank statements, Vote on investing in CD's or Money Market Accounts (bank products)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-16
  • S63 Uniform Securities Agent State Law Examination
    2008-08-16
Designations

View on SEC IAPD

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