Kathleen Rose Griffin Chase

Current Employers

Employment History

• 07/2013 → Present
  Kathleen Griffin Insurance Agency
  Novato, CA
• 07/2013 → Present
  State Farm Vp Management Corp
  Novato, CA
• 08/2018 → Present
  State Farm Investment Management Corp
  Novato, CA
• 01/2023 → Present
  Kathleen Griffin Insurance Agency
  Sonoma, CA
• 01/2023 → Present
  State Farm Investment Management Corp
  Sonoma, CA
• 01/2023 → Present
  State Farm Vp Management Corp
  Sonoma, CA

Other Businesses

1) Rotary Club of Novato; Non-Investment-Related; PO Box 657, Novato, CA 94948; Membership/Civic/Fraternal Organization; Board Member; 07/01/2020; Chair of the Interact Committee which is under our Youth Services Committee. I will still need the ability to be a cosigner on scholarship checks. I have been asked to take over signature rights on the Interact clubs checking account. Interact members are legal minors and Interact might be their first club experience. I, as the Interact Adviser, will be attending meetings and will oversee the club's financial records. Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/ Co-Signor on checking account. Help Interact club members develop leadership skills and build connections in the community; 2; 0. 2) Kathleen Chase's Insurance Agency; Insurance Agency; Investment-related; 823 Grant Ave Ste C Novato, CA 94945-3258; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2013; 80; 80; Service customers and supervise employees 3) Sonoma Valley Executives; Investment-Related; Sonoma, CA 95476; Investment or Commercial Property; Owner; None; 01/01/2025; 4; 0; Vice President 4) Katie Chase Insurance & Financial Services, Inc.; Investment-Related; 823 Grant Ave, Suite C Novato, CA 94945; Investment or Commercial Property; Owner; None; 04/01/2020; 160; 120; Service Industry

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-12
• S63 Uniform Securities Agent State Law Examination
  2012-08-11

Other Names

• Katie Griffin Chase
• Kathleen Rose Griffin
• Katie Rose Griffin
• Katie Rose Griffin Chase
• Katie Chase