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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Walker Waeiss Properties, Llc | Austin | TX | 10/2014 | Present |
| State Farm Vp Management Corp | Austin | TX | 07/2016 | Present |
| Dan Walker Insurance Ageny | Austin | TX | 07/2016 | Present |
| State Farm Investment Management Corp | Austin | TX | 08/2024 | Present |
1) Dan Walker's Insurance Agency; Investment-related; 1507 North St Ste 2 Austin, TX 78756-2656; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2016; 80; 80; Service customers and supervise employees 2) 1507 North Street LLC; Investment-Related; 1507 North St Ste 2 Austin, TX 78756; Investment or Commercial Property; Owner; 03/01/2020; 5; 0; 3) Waldo Properties LLC; Investment-Related; 403 W Crestland Dr Austin TX 78752; Investment or Commercial Property; Rent out residential properties to tenants; Owner; 06/02/2019; 4; 0; Looking at real estate to invest in for long term. 4) Walker Waeiss Properties LLC; Investment-Related; 7208 winecup hollow Austin, TX 78750; Service Industry; Owner; 10/22/2014; 1; 0; Remodeling Construction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-06 |
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