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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-20 |
Branch Locations
5530 Windward Pkwy Ste 240, Alpharetta, GA 30004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management, Llc | Alpharetta | GA | 09/2013 | 09/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2013 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marietta | GA | 11/2017 | 03/2022 |
| Bank Of America, N.A. | Marietta | GA | 11/2017 | 03/2022 |
| P.J. Robb Variable Corporation | Roswell | GA | 03/2022 | 08/2022 |
| Crump Life Insurance Services | Harrisburg | PA | 03/2022 | 08/2022 |
| Mml Investors Services, Llc | Atlanta | GA | 09/2022 | 01/2023 |
| Massmutual Life Insurance Co | Atlanta | GA | 09/2022 | 01/2023 |
| St. Bernard Financial Services, Inc. | Roswell | GA | 03/2023 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 02/2024 | 08/2024 |
| Wells Fargo Bank, Na | Atlanta | GA | 02/2024 | 08/2024 |
| Pruco Securities, Llc | Atlanta | GA | 08/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Atlanta | GA | 08/2024 | 01/2026 |
| Lpl Enterprise, Llc | Atlanta | GA | 11/2024 | 01/2026 |
| David Chamblee Insurance Agency | Alpharetta | GA | 01/2026 | Present |
| State Farm Vp Management Corp | Alpharetta | GA | 02/2026 | Present |
| State Farm Investment Management Corp | Alpharetta | GA | 02/2026 | Present |
1) David Chamblee's Insurance Agency; Investment-related; 5530 Windward Pkwy Ste 240 Alpharetta, GA 30004; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/30/2025; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
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