Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2022-12-21
  • MT RA
    APPROVED
    Since 2022-12-21

Branch Locations

346 Central Ave, Whitefish, MT 59937 • 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
Tim Murphy Nsurance Agency Whitefish MT 06/2011 12/2022
State Farm Vp Management Corp Whitefish MT 11/2021 Present
State Farm Insurance Whitefish MT 12/2022 05/2023
State Farm Investment Management Corp Whitefish MT 12/2022 Present
Joe Akey Insurance Agency Whitefish MT 05/2023 Present
  • 06/2011 → 12/2022
    Tim Murphy Nsurance Agency
    Whitefish, MT
  • 11/2021 → Present
    State Farm Vp Management Corp
    Whitefish, MT
  • 12/2022 → 05/2023
    State Farm Insurance
    Whitefish, MT
  • 12/2022 → Present
    Whitefish, MT
  • 05/2023 → Present
    Joe Akey Insurance Agency
    Whitefish, MT
Other Businesses

1) Joe Akey's Insurance Agency; Investment-related; 346 Central Ave Whitefish, MT 59937; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-30
S63 Uniform Securities Agent State Law Examination 2022-01-18
  • S65 Uniform Investment Adviser Law Examination
    2022-06-30
  • S63 Uniform Securities Agent State Law Examination
    2022-01-18

View on SEC IAPD

More in Whitefish, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor