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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-09-29 |
| VA | RA | APPROVED | 2023-09-28 |
| NC | RA | APPROVED | 2019-07-08 |
Branch Locations
1400 Eastchester Dr. Ste. 103, High Point, NC 27265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2017 |
| Scott Richardson Insurance Agency | Ames | IA | 01/2017 | 07/2017 |
| State Farm Insurance | Bloomington | IL | 08/2017 | 12/2017 |
| Zach Barnes Insurance Agency | High Point | NC | 01/2018 | Present |
| State Farm Vp Management Corp | High Point | NC | 12/2018 | Present |
| State Farm Investment Management Corp | High Point | NC | 03/2019 | Present |
1) HIGH POINT COMMUNITY FOUNDATION; non-investment related; 501 N. Main St. Ste. 2A, High Point, NC 27260; Non-profit civic organization; trustee; 2/1/2021; 2; 2; SERVE AS A TRUSTEE TO REVIEW THE DECISIONS THAT THE BOARD HAS MADE, BUT I WILL NOT BE HANDLING THE EXPENDITURES, INVESTMENTS, OR FUND-RAISING. THESE DECISIONS INCLUDE OTHER NON-PROFITS THAT HPCF WILL WORK ALONGSIDE TO FURTHER THE STATED MISSION OF IMPROVING THE LIVES OF HP AND GUILFORD CITIZENS. 2) Zachary Barnes' Insurance Agency; Insurance Agency; Investment-related; 812 Eastchester Dr High Point, NC 27262-7640; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2018; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-08 |
| S66 | Uniform Combined State Law Examination | 2015-12-10 |
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