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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-10-24 |
| NC | RA | APPROVED | 2023-10-23 |
| GA | RA | APPROVED | 2023-10-18 |
Branch Locations
650 Oglethorpe Ave Ste 2, Athens, GA 30606-2216 • United States
47 Greensboro Hwy Ste 1, Watkinsville, GA 30677-2515 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dana Kerr Insurance Agency | Bogart | GA | 10/2012 | 04/2019 |
| State Farm Vp Management Corp. | Bogart | GA | 10/2012 | 04/2019 |
| State Farm Investment Management Corp | Bogart | GA | 08/2018 | 05/2019 |
| Dana Kerr Insurance Agency | Watkinsville | GA | 04/2019 | Present |
| State Farm Vp Management Corp. | Watkinsville | GA | 04/2019 | Present |
| Dana Kerr Insurance Agency | Athens | GA | 02/2023 | Present |
| State Farm Vp Management Corp. | Athens | GA | 02/2023 | Present |
| State Farm Investment Management Corp | Athens | GA | 10/2023 | Present |
| State Farm Investment Management Corp | Watkinsville | GA | 10/2023 | Present |
1) State Farm Agent's Political Action Committee; Non-Investment Related; 1355 Peachtree St., NE, Atlanta, GA 30309; Political Action Membership/Civic/Fraternal Organization; Treasurer & Board Member; 10/1/2014; 1; 1; Georgia political action committee. 2) Dana Kerr's Insurance Agency; Investment-related; 47 Greensboro Hwy Ste 1 Watkinsville, GA 30677-2515 and 650 Oglethorpe Ave Ste 2 Athens, GA 30606-2216; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2012; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-28 |
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