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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-21 |
| MT | RA | APPROVED | 2023-05-02 |
Branch Locations
3960 Valley Commons Dr Ste 2, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethany Lentz Insurance Agency | Bozeman | MT | 11/2016 | Present |
| State Farm Insurance | Bozeman | MT | 06/2016 | 10/2016 |
| State Farm Vp Management Corp. | Bozemane | MT | 06/2018 | Present |
| State Farm Investment Management Corp | Bozeman | MT | 04/2023 | Present |
1) Cancer Support Community; Non-Investment-Related; 102 S 11th Ave., Bozeman, MT 59718; Cancer support community provides support and resources for patients with cancer; Chairman/Board of Directors; 02/22/2022; 3 MO/3MO; Chapter Board Member. 2) Bethany Lentz's Insurance Agency; Investment-related; 3960 Valley Commons Dr Ste 2 Bozeman, MT 59718; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2016; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-21 |
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