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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
NV RA APPROVED 2025-11-26
OR RA APPROVED 2025-11-25
AZ RA APPROVED 2025-11-24
CA RA APPROVED 2025-11-24
  • NV RA
    APPROVED
    Since 2025-11-26
  • OR RA
    APPROVED
    Since 2025-11-25
  • AZ RA
    APPROVED
    Since 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-24

Branch Locations

73 S Main St, Templeton, CA 93465 • United States

799 E Foothill Blvd Suite D, San Luis Obispo, CA 93405 • United States

5365 El Camino Real, Atascadero, CA 93422 • 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
Courtney Morrow Insurance Agency Templeton CA 02/2015 Present
State Farm Vp Management Corp Templeton CA 02/2015 Present
State Farm Investment Management Corp Templeton CA 08/2018 06/2019
Courtney Morrow Insurance Agency San Luis Obispo CA 12/2022 Present
State Farm Vp Management Corp San Luis Obispo CA 12/2022 Present
Courtney Morrow Insurance Agency Atascadero CA 07/2023 02/2024
State Farm Vp Management Corp Atascadero CA 07/2023 02/2024
Courtney Morrow Insurance Agency Atascadero CA 03/2024 Present
State Farm Vp Management Corp Atascadero CA 03/2024 Present
State Farm Investment Management Corp Atascadero CA 11/2025 Present
State Farm Investment Management Corp San Luis Obispo CA 11/2025 Present
State Farm Investment Management Corp Templeton CA 11/2025 Present
  • 02/2015 → Present
    Courtney Morrow Insurance Agency
    Templeton, CA
  • 02/2015 → Present
    State Farm Vp Management Corp
    Templeton, CA
  • 08/2018 → 06/2019
    Templeton, CA
  • 12/2022 → Present
    Courtney Morrow Insurance Agency
    San Luis Obispo, CA
  • 12/2022 → Present
    State Farm Vp Management Corp
    San Luis Obispo, CA
  • 07/2023 → 02/2024
    Courtney Morrow Insurance Agency
    Atascadero, CA
  • 07/2023 → 02/2024
    State Farm Vp Management Corp
    Atascadero, CA
  • 03/2024 → Present
    Courtney Morrow Insurance Agency
    Atascadero, CA
  • 03/2024 → Present
    State Farm Vp Management Corp
    Atascadero, CA
  • 11/2025 → Present
    Atascadero, CA
  • 11/2025 → Present
    San Luis Obispo, CA
  • 11/2025 → Present
    Templeton, CA
Other Businesses

1) Courtney Morrow's Insurance Agency; Insurance Agency; Investment-related; 73 S Main St Templeton, CA 93465; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees 2) The Klubhouse Sports Complex; Non-Investment Related; 820 Capitolio Way San Luis Obispo, CA 93401; Other; Board Member; None; 05/05/2026; 10; 2; Communications director and social media manager

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-01-12
  • S63 Uniform Securities Agent State Law Examination
    2012-01-12
Designations
Other Names
  • Courtney Marie Thomas

View on SEC IAPD

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