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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
AR RA APPROVED 2026-04-23
TX RA APPROVED 2026-01-29
LA RA APPROVED 2025-09-03
  • AR RA
    APPROVED
    Since 2026-04-23
  • TX RA
    APPROVED
    Since 2026-01-29
  • LA RA
    APPROVED
    Since 2025-09-03

Branch Locations

400 S Main St Ste A, St Martinvlle, LA 70582 • 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 St Martinville LA 01/2014 Present
Ross Bernard Insurance Agency St Martinville LA 01/2014 Present
State Farm Investment Management Corp St Martinville LA 09/2025 Present
  • 01/2014 → Present
    State Farm Vp Management Corp
    St Martinville, LA
  • 01/2014 → Present
    Ross Bernard Insurance Agency
    St Martinville, LA
  • 09/2025 → Present
    St Martinville, LA
Other Businesses

1) RM Bernard Properties LLC; non-investment related; 400 S Main Street, St. Martinville, LA 70582; Investment or Commercial Property; lease space to my Agency, Physical Therapist, and have one vacant space.; owner 100%; 3/2/16; collect rent from tenants; 0 hrs for both. 2) Ross Bernard's Insurance Agency; Investment-related; 400 S Main St Ste A St Martinvlle, LA 70582-4544; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-18
S65 Uniform Investment Adviser Law Examination 2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2025-11-18
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29

View on SEC IAPD

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