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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-01-29
MS RA APPROVED 2025-01-29
  • AR RA
    APPROVED
    Since 2025-01-29
  • MS RA
    APPROVED
    Since 2025-01-29

Branch Locations

17200 Chenal Parkway Suit 290, Little Rock, AR 72223 • United States

707 Main St, North Little Rock, AR 72114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charlotte Potts Insurance Agency North Little Rock AR 08/2013 Present
State Farm Vp Management Corp. North Little Rock AR 08/2013 Present
Charlotte Potts Insurance Agency Little Rock AR 12/2021 Present
State Farm Vp Management Corp Little Rock AR 12/2021 Present
State Farm Investment Management Corp Little Rock AR 01/2025 Present
State Farm Investment Management Corp North Little Rock AR 01/2025 Present
  • 08/2013 → Present
    Charlotte Potts Insurance Agency
    North Little Rock, AR
  • 08/2013 → Present
    State Farm Vp Management Corp.
    North Little Rock, AR
  • 12/2021 → Present
    Charlotte Potts Insurance Agency
    Little Rock, AR
  • 12/2021 → Present
    State Farm Vp Management Corp
    Little Rock, AR
  • 01/2025 → Present
    Little Rock, AR
  • 01/2025 → Present
    North Little Rock, AR
Other Businesses

1) Charlotte Potts's Insurance Agency; Insurance Agency; Investment-related; 707 Main St N Little Rock, AR 72114-4619; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2013; 80; 80; Service customers and supervise employees 2) Futurecorp Investments, Inc, Commercial or investment property , 238 LAKE VALLEY DR MAUMELLE AR 72113; Vice President - owner; PROPERTY ACQUISITION IN THE FUTURE Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account I WILL BE VICE PRESIDENT IF PERMISSION GRANTED. PROPERTY ACQUISITION WILL BE MY ROLE. 3) Sunset Escapes, Llc; Commercial or investment property ; 238 LAKE VALLEY DR MAUMELLE AR 72113 5016906009; Owner - president, MY HUSBAND AND I ARE GOING TO FORM A CORPORATION TO PURCHASE A REAL ESTATE INVESTMENT PROPERTY. NAME OF BUSINESS TO BE DETERMINED PER ACCEPTANCE OF THE SECY OF STATE OF ARKANASAS. PROPOSED NAME...SUNSET VIEW PROPERTIES, LLC. I WILL BE PRESIDENT, MY HUSBAND WILL BE VICE PRESIDENT IF ALLOWED Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
S63 Uniform Securities Agent State Law Examination 2013-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27
  • S63 Uniform Securities Agent State Law Examination
    2013-02-22
Other Names
  • Charlotte Camile Baumgardner

View on SEC IAPD

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