Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-22 |
| MT | RA | APPROVED | 2024-10-21 |
| NM | RA | APPROVED | 2024-10-21 |
| SD | RA | APPROVED | 2024-06-25 |
| WY | RA | APPROVED | 2018-12-22 |
Branch Locations
39 Town Center Dr Ste 100, Gillette, WY 82718-5917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nancy Morgan Insurance Agency | Gillette | WY | 08/2015 | 08/2017 |
| State Farm Vp Management Corp. | Gillette | WY | 12/2015 | 08/2017 |
| State Farm Insurance | Gillette | WY | 08/2017 | 12/2017 |
| Natalie Daly Insurance Agency | Gillette | WY | 01/2018 | Present |
| State Farm Vp Management Corp. | Gillette | WY | 09/2018 | Present |
| State Farm Investment Management Corp | Gillette | WY | 11/2018 | Present |
1) Natalie Daly's Insurance Agency; Investment-related; 39 Town Center Dr Ste 100 Gillette, WY 82718-5917; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2018; 80; 80; Service customers and supervise employees. 2) 4E Land and Livestock LLC; investment-related; 14924, Moorcroft, WY 82721; Investment or Commercial Property; Owner; None; 02/01/2025; 1;1; In your role, discuss or advise on benefit plans for the organization, Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. 3) SER Properties LLC; Investment-Related; 39 Town Center Drive, Suite 100 Gillette, WY 82718; Investment or Commercial Property; Owner; None; 03/01/2025; 1;1; Holding Company for commercial property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-28 |
Reach out to this advisor