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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • MO RA
    APPROVED
    Since 2024-10-22
  • MT RA
    APPROVED
    Since 2024-10-21
  • NM RA
    APPROVED
    Since 2024-10-21
  • SD RA
    APPROVED
    Since 2024-06-25
  • WY RA
    APPROVED
    Since 2018-12-22

Branch Locations

39 Town Center Dr Ste 100, Gillette, WY 82718-5917 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 08/2017
    Nancy Morgan Insurance Agency
    Gillette, WY
  • 12/2015 → 08/2017
    State Farm Vp Management Corp.
    Gillette, WY
  • 08/2017 → 12/2017
    State Farm Insurance
    Gillette, WY
  • 01/2018 → Present
    Natalie Daly Insurance Agency
    Gillette, WY
  • 09/2018 → Present
    State Farm Vp Management Corp.
    Gillette, WY
  • 11/2018 → Present
    Gillette, WY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-22
S63 Uniform Securities Agent State Law Examination 2016-01-28
  • S65 Uniform Investment Adviser Law Examination
    2018-12-22
  • S63 Uniform Securities Agent State Law Examination
    2016-01-28
Other Names
  • Natalie Patricia Daly
  • Natalie Patricia Maul

View on SEC IAPD

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