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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 | 2024-03-01 |
| SC | RA | APPROVED | 2022-11-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liz Portee Insurance Agency | West Columbia | SC | 12/2012 | Present |
| State Farm Vp Management Corp. | West Columbia | SC | 12/2012 | Present |
| State Farm Investment Management Corp | West Columbia | SC | 11/2022 | Present |
1) Elizabeth Portee's Insurance Agency; Insurance Agency; Investment-related; 1316 Sunset Blvd West Columbia, SC 29169-5914; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2012; 80; 80; Service customers and supervise employees 2) Riverbanks Zoo Commission; Non-Investment Related; 500 Wildlife PKWY Columbia, SC 29210; Association/Committee/Council; Board Member; None; 05/21/2026; 1; 1; Appointed as a commissioner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-11 |
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