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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-04 |
| OR | RA | APPROVED | 2024-04-03 |
| NV | RA | APPROVED | 2024-03-25 |
| CA | RA | APPROVED | 2018-11-28 |
Branch Locations
1536 20Th St, San Francisco, CA 94107 • United States
San Rafael, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tucker Williams Insurance Agency | San Francisco | CA | 01/2016 | Present |
| State Farm Vp Management Corp | San Francisco | CA | 01/2016 | Present |
| State Farm Investment Management Corp | San Francisco | CA | 10/2018 | Present |
1) Tucker Williams' Insurance Agency; Investment-related; 1536 20th St San Francisco, CA 94107-2809; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees 2) San Domenico School; non-investment-related; 1500 Butterfield Rd San Anselmo, CA 94960; Education; Employee; 09/09/2024; 36; 0; I am coaching the high school golf team for 3 weeks while the primary coach is away for medical reasons
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-29 |
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