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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
FL RA APPROVED 2025-11-17
NC RA APPROVED 2025-08-27
SC RA APPROVED 2025-08-27
  • FL RA
    APPROVED
    Since 2025-11-17
  • NC RA
    APPROVED
    Since 2025-08-27
  • SC RA
    APPROVED
    Since 2025-08-27

Branch Locations

2015 Ayrsley Town Blvd #104, Charlotte, NC 28273 • 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
State Farm Vp Management Corp Charlotte NC 02/2016 Present
Megan Koterba Insurance Agency Charlotte NC 02/2016 Present
State Farm Investment Management Corp Charlotte NC 10/2018 06/2019
State Farm Investment Management Corp Charlotte NC 08/2025 Present
Other Businesses

1. Megan Koterba's Insurance Agency; Insurance Agency; Investment-related; 2025 Ayrsley Town Blvd Unit 1101 Charlotte, NC 28273-4306; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2016; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-22
S63 Uniform Securities Agent State Law Examination 2015-07-02
  • S65 Uniform Investment Adviser Law Examination
    2025-08-22
  • S63 Uniform Securities Agent State Law Examination
    2015-07-02
Other Names
  • Megan Rossi

View on SEC IAPD

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