Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-05 |
| MO | RA | APPROVED | 2024-10-23 |
| OH | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-01-02 |
| MI | RA | APPROVED | 2023-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Essexville | MI | 08/2011 | Present |
| Jeff Kelly Insurance Agency | Essexville | MI | 04/2012 | Present |
| State Farm Investment Management Corp | Essexville | MI | 08/2018 | 06/2019 |
| State Farm Investment Management Corp | Essexville | MI | 06/2023 | Present |
1) Jeffrey Kelly's Insurance Agency; Insurance Agency; Investment-related; 1080 N Pine Rd Essexville, MI 48732-1916; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2012; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-17 |
Reach out to this advisor