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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-11-01 |
| CA | RA | APPROVED | 2021-10-21 |
| NY | RA | APPROVED | 2021-10-21 |
| OK | RA | APPROVED | 2021-08-10 |
| TX | RA | APPROVED | 2021-06-24 |
Branch Locations
3730 N Joseyln. Ste 101, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Santa Monica | CA | 06/2010 | 01/2020 |
| Charles Schwab & Co.,Inc | Santa Monica | CA | 06/2010 | 01/2020 |
| One Capital Management, Llc | Westlake Village | CA | 01/2020 | 11/2020 |
| State Farm Vp Management Corp | Carrollton | TX | 06/2021 | Present |
| Josh Bradburn Insurance Agency | Carrollton | TX | 06/2021 | Present |
| State Farm Insurance | Frisco | TX | 11/2020 | 05/2021 |
| State Farm Investment Management Corp | Carrollton | TX | 06/2021 | Present |
1) Joshua Bradburn's Insurance Agency; Insurance Agency; Investment-related; 3730 N Josey Ln Ste 101 Carrollton, TX 75007-2466; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2021; 80; 80; Service customers and supervise employees 2) Boys & Girls Club of Greater Dallas; non- investment-related; 4816 Worth St, Dallas TX 75246; Membership/Civic/Fraternal Organization; Director (includes sitting on Board of Directors); title; 04/01/2022; 2; 2; Duties. 3) Frisco Family YMCA; non- investment-related; 3415 W. Main St. Frisco TX 75034; Membership/Civic/Fraternal Organization; Director (includes sitting on Board of Directors); title; 04/01/2022; 2; 2; Duties. 4) Rotary Club of Frisco; non- investment-related; 6100 TX 121, Frisco, TX 75034; Membership/Civic/Fraternal Organization; Director (includes sitting on Board of Directors); title; 06/30/2022; 2; 2; Duties. 5) Purefoy Elementary PTA; non-investment-related; 11880 Teel Pkwy Frisco, TX 75033; Education; Director; none; 12/15/2023; 1; 1; serve on the Board of Directors for the Purefoy Elementary PTA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-03 |
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