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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-09 |
Branch Locations
9362 Teddy Ln Suite 102, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Trudell Insurance Agency | Lone Tree | CO | 04/2013 | Present |
| State Farm Vp Management Corp | Lone Tree | CO | 04/2013 | Present |
| State Farm Investment Management Corp | Lone Tree | CO | 05/2023 | Present |
1) David Trudell's Insurance Agency; Insurance Agency; Investment-related; 9362 Teddy Ln Ste 102 Lone Tree, CO 80124-2871; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2013; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-25 |
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