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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-01 |
| WA | RA | APPROVED | 2024-01-23 |
Branch Locations
2727 Hollycroft Street Suite 330, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Roseburg | OR | 08/2012 | 05/2022 |
| Alison Eggers Insurnace Agency | Roseburg | OR | 12/2014 | 05/2022 |
| State Farm Investment Management Corp. | Roseburg | OR | 08/2018 | 11/2020 |
| State Farm Investment Management Corp | Roseburg | OR | 12/2021 | 05/2022 |
| Morgan Stanley | Gig Harbor | WA | 12/2023 | Present |
| Unemployed | Tacoma | WA | 05/2022 | 03/2023 |
| Cambia Health Solutions | Tacoma | WA | 03/2023 | 08/2023 |
| Unemployed | Tacoma | WA | 08/2023 | 09/2023 |
| Usps | Tacoma | WA | 09/2023 | 12/2023 |
*579115 - State Farm Insurance Companies; Investment related -No; Bloomington, Illinois; Insurance; Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; no duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-21 |
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