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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-12 |
| OH | RA | APPROVED | 2018-09-07 |
Branch Locations
3065 W Bancroft St Suite B, Toledo, OH 43606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Mauntler Insurance Agency | Toledo | OH | 05/2013 | Present |
| State Farm Vp Management Corp | Toledo | OH | 05/2013 | Present |
| State Farm Investment Management Corp | Toledo | OH | 09/2018 | Present |
1) James Mauntler's Insurance Agency; Insurance Agency; Investment-related; 3065 W Bancroft St Ste B Toledo, OH 43606-3353; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2013; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
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