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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-06-29 |
| MO | RA | APPROVED | 2021-06-29 |
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 |
|---|---|---|---|---|
| State Farm Vp Management Corp | Albia | IA | 06/2016 | Present |
| Wes Aeschliman Insurance Agency | Albia | IA | 06/2016 | Present |
| State Farm Investment Management Corp | Albia | IA | 08/2018 | 06/2019 |
| State Farm Investment Management Corp. | Albia | IA | 06/2021 | Present |
1) JTTMI Holdings, LLC; non-investment; 1061 S. 13th St, Albia, IA 52531; Other; partner; 9/14/2021; 1; 1; none. 2) Wes Aeschliman's Insurance Agency; Investment-related; 3 Benton Ave E Albia, IA 52531-2032; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2016; 80; 80; Service customers and supervise employees 3) Monroe County Foundation; non-investment; 1 Benton Ave W, Albia, IA 52531; public service; board member; 1/1/2023; 1; 0; none. 4) Albia Industrial Development Corporation; investment-related; 1 Benton Ave W Albia IA 52531; Public Service; Board Member; none; 02/01/2023; 1; 0; Review and oversee the duties of the executive director along with the other board members
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
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