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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 | 2020-07-08 |
| AL | RA | APPROVED | 2018-08-23 |
Branch Locations
1725 Opelika Rd, Auburn, AL 36830 • United States
1606 Broad Street, Phenix City, AL 36867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Auburn | AL | 11/2004 | Present |
| Kathy Powell Insurance Agency | Auburn | AL | 11/2005 | Present |
| State Farm Investment Manaagement Corp | Auburn | AL | 08/2018 | Present |
| Kathy Powell Insurance Agency | Opelika | AL | 05/2021 | 08/2021 |
| State Farm Vp Management Corp | Opelika | AL | 05/2021 | 08/2021 |
| Kathy Powell Insurance Agency | Phenix City | AL | 01/2023 | Present |
| State Farm Investment Management Corp | Phenix City | AL | 01/2023 | Present |
| State Farm Vp Management Corp | Phenix City | AL | 01/2023 | Present |
1) Boy Scouts Troop 50; non-investment-related; 1237 1st Ave, Columbus, GA 31901; Boy Scout Troop; Board Member; 01/03/2022; 1 Mo/0 Mo; Chartered Organization Representative - serve as liaison between the troop and the Auburn Rotary Club - its sponsor organization. 2) Kathy Powell's Insurance Agency; Investment-related; 1725 Opelika Rd Auburn, AL 36830-2805 and 1606 Broad St Phenix City, AL 36867-5081; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2004; 80; 80; Service customers and supervise employees 3) P4 Holdings; investment-related; 835 Dakota Dr., Auburn, AL 36832; Investment or Commercial Property; Member; Member; 8/1/2016; 1; 0; lending/borrowing activities, control of activities, review bank statements, make deposits, pay bills/co-signor on checking account. 4) Auburn University; Non-investment-related; 405 W Magnolia Ave., Auburn, AL 36849; Education; Employee; Employee; 6/1/2022; 12; 0; teach 1 course at the university.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
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