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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-09 |
| TN | RA | APPROVED | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rick Lee Insurance Agency | Sparta | TN | 04/2019 | Present |
| State Farm Vp Management Corp. | Sparta | TN | 04/2020 | Present |
| State Farm Insurance | Atlanta | GA | 11/2018 | 04/2019 |
| Corky Cross Insurance Agency | Mount Juliet | TN | 03/2016 | 11/2018 |
| State Farm Investment Management Corp | Sparta | TN | 06/2023 | Present |
1) Richard H Lee II; Investment-related; 124 E Bockman Way, Sparta, TN 38583; Investment or Commercial property; owner; 8/5/2021; 2; 2; none. 2) Sparta Rotary Club; non-investment-related; P.O. Box 6292, Sparta, TN 38583; Membership/Civic/Fraternal Organization; board member; 7/1/2021; 4; 0; The scope of my responsibilities as treasurer include keeping track of bills and membership dues and donations, as well as maintaining the books for the organization. Under no circumstances would any money be co-mingled with the premium fund account. 3) Rick Lee Insurance Agency; Investment-related; 124 E Bockman Way Sparta, TN 38583-2036; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2019; 80; 80; Service customers and supervise employees 4) Sparta Rotary Club; Non-investment-related; PO BOX 6292 Sparta TN 38583; Membership/Civic/Fraternal Organization; Officer; Director (includes sitting on Board of Directors); President; 07/01/2023; 10; 5; Control of the checkbook, pay bills/Co-Signor on checking account, The role of president is to oversee the activities of the club. This is done by leading board meeting, organizing and attending community fundraisers, and resolving any issues that could come up in the club, This is a local club that does philanthropic projects throughout the community 5) Richard H Lee Ii - Property #1 (Personally Held Real Estate); investment-related; 910 Bramlett Kemp Rd. Greensburg, KY 42743; Investment or Commercial Property; Owner; none; 5/1/2008; 1; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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