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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-15 |
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
15704 Mill Creek Blvd Ste 13, Mill Creek, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Al Robert Insurance Agency | Mill Creek | WA | 05/2013 | 08/2023 |
| State Farm Vp Management Corp. | Mill Creek | WA | 01/2016 | 08/2023 |
| State Farm Investment Management Corp | Mill Creek | WA | 06/2023 | 08/2023 |
| State Farm Insurance | Kirkland | WA | 08/2023 | 01/2024 |
| State Farm Investment Management Corp | Kirkland | WA | 08/2023 | 01/2024 |
| State Farm Vp Management Corp | Kirkland | WA | 08/2023 | 01/2024 |
| Monica Kaplan Insurance Agency | Mill Creek | WA | 01/2024 | Present |
| State Farm Investment Management Corp | Mill Creek | WA | 01/2024 | Present |
| State Farm Vp Management Corp | Mill Creek | WA | 01/2024 | Present |
1) Monica Kaplan's Insurance Agency; Investment-related; 15704 Mill Creek Blvd Ste 13 Mill Creek, WA 98012; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2024; 80; 80; Service customers and supervise employees 2) Monica Kaplan - Property #1 (Personally Held Real Estate); investment-related; 15588 AMBER POINTE DR VICTORVILLE, CA 92394; Investment or Commercial Property; Owner; none; 05/01/2009; 1; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-05 |
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