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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| KS | RA | APPROVED | 2025-10-14 |
| OK | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Housing Authority Of The City Of Tulsa | Tulsa | OK | 06/2020 | 11/2021 |
| Dgw Worldwide | Webster | TX | 10/2019 | 06/2020 |
| The Shakiba Group | Webster | TX | 01/2016 | 10/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2021 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Tulsa | OK | 02/2022 | 01/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2022 | 01/2024 |
| Matt Spence Insurance Agency | Bartlesville | OK | 01/2024 | 03/2026 |
| State Farm Vp Management Corp | Bartlesville | OK | 03/2024 | 05/2026 |
| State Farm Investment Management Corp | Bartlesville | OK | 10/2025 | 05/2026 |
| State Farm Insurance | Bartlesville | OK | 03/2026 | 05/2026 |
| State Farm Insurance | Sperry | OK | 05/2026 | 08/2026 |
| State Farm Investment Management Corp | Sperry | OK | 05/2026 | 08/2026 |
| State Farm Vp Management Corp | Sperry | OK | 05/2026 | 08/2026 |
| State Farm Investment Management Corp | Owasso | OK | 08/2026 | Present |
| State Farm Vp Management Corp | Owasso | OK | 08/2026 | Present |
| Carissa Fratzke Insurance Agency | Owasso | OK | 08/2026 | Present |
1) Carissa Fratzke Insurance Agency; Investment-related; 11620 E 86th St N Owasso, OK 74055-2531; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2026; 80; 80; Service customers and supervise employees 2) DAYBREAK ROTARY; non-investment related; PO Box 211, BARTLESVILLE, OKLAHOMA, 74006; civic organization; member; 10/05/2022; 5; 0; Civic group that comes together to support community and serve.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-28 |
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