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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-06-06
VA RA APPROVED 2024-06-06
WV RA APPROVED 2024-02-26
  • MD RA
    APPROVED
    Since 2024-06-06
  • VA RA
    APPROVED
    Since 2024-06-06
  • WV RA
    APPROVED
    Since 2024-02-26

Branch Locations

231 W Washington St, Charles Town, WV 25414 • 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
Transamerica Financial Advisors, Inc S Jordan UT 05/2020 05/2021
World Financial Group, Inc. So. Jordan UT 10/2018 05/2021
Millers Utah Carzz Logan UT 07/2018 10/2018
Moxie Pest Control Irving TX 04/2018 07/2018
Vivint Solar Lehi UT 12/2016 04/2018
Unemployed Logan UT 06/2014 11/2016
Conservice Logan UT 08/2019 11/2020
Shannon Reed Insurance Agency Clarksburg WV 05/2021 01/2024
State Farm Vp Management Corp Clarksburg WV 07/2021 01/2024
State Farm Insurance Charles Town WV 01/2024 04/2024
State Farm Vp Management Corp Charles Town WV 01/2024 04/2024
State Farm Investment Management Corp Charles Town WV 01/2024 04/2024
State Farm Insurance Shepherdstown WV 04/2024 06/2024
State Farm Investment Management Corp Shepherdstown WV 04/2024 06/2024
State Farm Vp Management Corp Shepherdstown WV 04/2024 06/2024
Kasey Crafts' Insurance Agency Charles Town WV 06/2024 Present
State Farm Investment Management Corp Charles Town WV 06/2024 Present
State Farm Vp Management Corp Charles Town WV 06/2024 Present
  • 05/2020 → 05/2021
    Transamerica Financial Advisors, Inc
    S Jordan, UT
  • 10/2018 → 05/2021
    World Financial Group, Inc.
    So. Jordan, UT
  • 07/2018 → 10/2018
    Millers Utah Carzz
    Logan, UT
  • 04/2018 → 07/2018
    Moxie Pest Control
    Irving, TX
  • 12/2016 → 04/2018
    Vivint Solar
    Lehi, UT
  • 06/2014 → 11/2016
    Unemployed
    Logan, UT
  • 08/2019 → 11/2020
    Conservice
    Logan, UT
  • 05/2021 → 01/2024
    Shannon Reed Insurance Agency
    Clarksburg, WV
  • 07/2021 → 01/2024
    State Farm Vp Management Corp
    Clarksburg, WV
  • 01/2024 → 04/2024
    State Farm Insurance
    Charles Town, WV
  • 01/2024 → 04/2024
    State Farm Vp Management Corp
    Charles Town, WV
  • 01/2024 → 04/2024
    Charles Town, WV
  • 04/2024 → 06/2024
    State Farm Insurance
    Shepherdstown, WV
  • 04/2024 → 06/2024
    Shepherdstown, WV
  • 04/2024 → 06/2024
    State Farm Vp Management Corp
    Shepherdstown, WV
  • 06/2024 → Present
    Kasey Crafts' Insurance Agency
    Charles Town, WV
  • 06/2024 → Present
    Charles Town, WV
  • 06/2024 → Present
    State Farm Vp Management Corp
    Charles Town, WV
Other Businesses

1) Kasey Crafts' Insurance Agency; Investment-related; 231 W Washington St Charles Town, WV 25414; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-04
S63 Uniform Securities Agent State Law Examination 2020-08-07
  • S65 Uniform Investment Adviser Law Examination
    2023-12-04
  • S63 Uniform Securities Agent State Law Examination
    2020-08-07

View on SEC IAPD

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