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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2024-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lombard | IL | 10/2015 | 07/2021 |
| Primerica Financial Services | Lombard | IL | 04/2015 | 07/2021 |
| Homemaker | Shorewood | IL | 08/2014 | 08/2021 |
| Oswego School District 308 | Oswego | IL | 01/2007 | 08/2021 |
| State Farm Insurance | Fort Myers | FL | 09/2021 | 01/2022 |
| Shalisse Cerven Insurance Agency | Naples | FL | 02/2022 | Present |
| State Farm Vp Management Corp. | Naples | FL | 05/2022 | Present |
| State Farm Investment Management Corp | Naples | FL | 05/2022 | Present |
1) Shalisse Cerven Insurance Agency; Investment-related; 11546 Tamiami Trl E Naples, FL 34113-7906; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2022; 80; 80; Service customers and supervise employees. 2) Insurance Calendars; non-investment related; 840 Meadowland Dr apt B, Naples, FL 34108; Retail; Owner; President; 01/24/2025; 5;0; I will manage the money for the business and have control of the checkbook, however, this business will not be making any sort of investments or relationships with outside companies, etc. 3) Golden Water LLC; non-invested-related; 8215 Breton Cir. Fort Myers FL. 33912; Water Distribution; Owner; None; 06/09/2025; 0;0; water distribution business is solely for the purpose of providing water to my husband's business. He will be running the business. I am only the owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-26 |
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