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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Goleta | CA | 08/2011 | Present |
| Kory Robertson Insurance Agency | Goleta | CA | 01/2012 | Present |
| State Farm Investment Management Corp | Goleta | CA | 08/2018 | 06/2019 |
| State Farm Investment Management Corp | Goleta | CA | 05/2023 | Present |
1) Kory Robertson's Insurance Agency; Insurance Agency; Investment-related; 5915 Calle Real Ste D Goleta, CA 93117-2344; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-25 |
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