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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-03 |
| PA | RA | APPROVED | 2023-08-03 |
Branch Locations
28871 Center Ridge Rd Ste 100, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nate Courtney Insurance Agency | Westlake | OH | 01/2017 | Present |
| State Farm Vp Management Corp. | Westlake | OH | 06/2018 | Present |
| State Farm Insurance | Westlake | OH | 08/2016 | 12/2016 |
| State Farm Investment Management Corp | Westlake | OH | 08/2023 | Present |
1) Nathan Courtney's Insurance Agency; Insurance Agency; Investment-related; 28871 Center Ridge Rd Ste 100 Westlake, OH 44145-5271; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2017; 80; 80; Service customers and supervise employees 2) Westlake Professional Campus; non-investment-related; 28871 Center Ridge Rd Westlake, OH 44145; Association/Committee/Council; Board Member; Secretary; 3/1/2021; 1; 0; Committee: Association for business park 3) BNI; non-investment-related; 37711 Detroit Rd Avon, OH 44011; Membership/Civic/Fraternal Organization; Board Member; Treasurer, Secretary; 10/1/2023; 4; 4; Business networking group
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
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