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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 2022-11-02
CA RA APPROVED 2022-09-06
  • AZ RA
    APPROVED
    Since 2022-11-02
  • CA RA
    APPROVED
    Since 2022-09-06

Branch Locations

2665 Calloway Drive Suite 206, Bakersfield, CA 93312 • 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 Bakersfield CA 05/2011 Present
Kelli Davis Insurance Agency Bakersfield CA 11/2011 Present
State Farm Investment Management Corp Bakersfield CA 08/2018 06/2019
State Farm Investment Management Corp Bakersfield CA 09/2022 Present
Other Businesses

1) Kelli Davis's Insurance Agency; Insurance Agency; Investment-related; 2665 Calloway Dr Ste 206 Bakersfield, CA 93312-2619; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2011; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-30
S63 Uniform Securities Agent State Law Examination 2011-05-28
  • S65 Uniform Investment Adviser Law Examination
    2022-08-30
  • S63 Uniform Securities Agent State Law Examination
    2011-05-28
Other Names
  • Kelli Kristen King
  • Kelli Kristen King-Reid
  • Kelli Kristen Davis

View on SEC IAPD

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