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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-01-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Justin Carlton Insurance Agency | Jenks | OK | 10/2016 | Present |
| State Farm Insurance | Bloomington | IL | 05/2016 | 09/2016 |
| Northeastern State University | Broken Arrow | OK | 08/2017 | 12/2017 |
| State Farm V.P. Management Corp. | Jenks | OK | 05/2018 | 01/2020 |
| State Farm Investment Management Corp | Jenks | OK | 11/2018 | 01/2020 |
| State Farm Vp Management Corp | Jenks | OK | 05/2021 | Present |
| State Farm Investment Management Corp | Jenks | OK | 01/2022 | Present |
1) Swerve Foundation; non-investment related; 10502 S Nathan St, Jenks OK 74037; Association/Committee/Council; Non-Profit Organization with focus on providing bicycles to children who do not have the means to buy one. ; Director and Vice President;10/05/2020; 5;5;Develop organizational strategy 2) Justin Carlton's Insurance Agency; Insurance Agency; Investment-related; 500 Riverwalk Ter Ste 160 Jenks, OK 74037-5621; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2016; 80; 80; Service customers and supervise employees 3) University of Oklahoma; non- investment-related; 4502 E 41st St Tulsa, OK 74135; Education; Other; none; 12/18/2023; 8; 0; Instructor for an online course. 4) Legacy Rising; non-investment related; 11517 S Oak Pl Jenks, OK 74037; Executive coaching business that focuses on working with new leaders. Specifically new State Farm agents who have limited leadership experience. ; 04/23/2024; owner; 12;4; Executive coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-11 |
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