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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-04 |
| NC | RA | APPROVED | 2024-10-04 |
| SC | RA | APPROVED | 2021-07-19 |
Branch Locations
118 W Butler Rd, Mauldin, SC 29662-2535 • United States
806 Anderson Dr., Williamston, SC 29697 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allison Mcdaniel Insurance Agency | Simpsonville | SC | 04/2009 | 01/2017 |
| State Farm Vp Management Corp. | Simpsonville | SC | 04/2015 | 01/2017 |
| State Farm Insurance | Bloomington | IL | 01/2017 | 05/2017 |
| Cristina Ortiz Insurance Agency | Maudlin | SC | 06/2017 | Present |
| State Farm Vp Management Corp. | Maudlin | SC | 10/2018 | Present |
| State Farm Investment Management Corp. | Mauldin | SC | 07/2021 | Present |
| Cristina Ortiz Insurance Agency | Williamston | SC | 06/2022 | Present |
| State Farm Vp Management Corp | Williamston | SC | 06/2022 | Present |
1) Maulding Public Facilities Board; non-investment-related; 5 East Butler Rd, Mauldin, SC 29662; Public Service; 6/26/2020; 1; 0; oversee and witness the covenants on behalf of city of Mauldin, one meeting every year for any real property projects. 2) Cristina's Properties LLC; Investment-related; 117 Bingham way, Simpsonville, SC 29680; Investment or Commercial Property; 5/1/2017; 1; 0; pay taxes, find tenant. 3) Mauldin chamber of commerce; non-investment related; 101 E Butler Rd, Mauldin, SC 29662; Board Member (volunteer / no pay activity); 1/20/2018; 2; 0; none. 4) RIZE; non-investment-related; Po Box 6015, Greenville, SC 29606; None Profit Organization; board member; 11/1/2021; 1; 0; attend each meeting and provide guidance to the board which includes assisting with general administrative duties, voting on issues, and providing insight and advice as a local business owner. 5) Cristina Ortiz's Insurance Agency; Insurance Agency; Investment-related; 118 W Butler Rd Mauldin, SC 29662-2535; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2017; 80; 80; Service customers and supervise employees 6) Cristina's Family LLC; investment-related; 118 W Butler Rd Suite B Mauldin SC 29662; Investment or Commerical Property; Partner; None; 06/14/2023; 1; 0; Pay bills/Co-Signor on checking account, Lending/Borrowing Activities, Control of the checkbook, Managing properties for the family
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-24 |
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