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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 | 2024-02-27 |
| UT | RA | APPROVED | 2022-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetouch Nation School Studios | Sandy | UT | 05/2013 | 03/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 02/2016 | 03/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2016 | 03/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Orem | UT | 03/2018 | 10/2020 |
| Bfc Planning, Inc. | Orem | UT | 05/2018 | 08/2020 |
| Photogaholics | Draper | UT | 07/2018 | 06/2021 |
| Joseph Adams Insurance Agency | Pleasant Grove | UT | 03/2021 | 10/2023 |
| State Farm Vp Management Corp | Pleasant Grove | UT | 04/2021 | 10/2023 |
| State Farm Investment Management Corp | Pleasant Grove | UT | 01/2022 | 10/2023 |
| Joseph Adams Insurance Agency | Lindon | UT | 11/2023 | Present |
| State Farm Vp Management Corp | Lindon | UT | 11/2023 | Present |
| State Farm Investment Management Corp | Lindon | UT | 11/2023 | Present |
1) Joseph Adams's Insurance Agency; Insurance Agency; Investment-related;2578 W 600 N Ste 203 Lindon, UT 84042; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-16 |
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