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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-03-07 |
| IL | RA | APPROVED | 2021-01-20 |
| IA | RA | APPROVED | 2021-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Klann Insurance Agency | Fort Madison | IA | 09/2015 | 12/2020 |
| State Farm Vp Management Corp. | Fort Madison | IA | 11/2018 | Present |
| State Farm Investment Management Corp | Fort Madison | IA | 01/2021 | Present |
| Jess Sutcliffe Insurance Agency | Fort Madison | IA | 12/2020 | Present |
1) Jessica Sutcliffe's Insurance Agency; Investment-related; 2623 Avenue L Fort Madison, IA 52627-3840; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2021; 80; 80; Service customers and supervise employees. 2) Fort Madison SIRRC; non-investment-related; 2142 303rd Ave Fort Madison IA 52627; public service; director; director; 12/01/2022; 1; 1; Sitting on a board that reviews grant applications and approves them. Grant funds come from the revenue brought into the county by the Regional Southeast Iowa Regional Riverboat Commission- funds from casino. 3) Fort Madison Beautification Foundation; non-investment-related; 614 7th St Fort Madison, IA 52627; Membership/Civic/Fraternal Organization; Board member; President; 1/1/2023; 3; 0; Sit on the board/ volunteer for beautification foundation- goal of beautifying Fort Madison 4) Iowa Aspirant Group; non-investment-related; 1 State Farm Plaza Bloomington, IL 61710; Other; council; none; 3/1/2024; 2; 2; Duties: Study Group for State Farm Agent team members who want to pursue Agency. 5) Wjc Holdings, LLC; investment-related; 2142 303rd Ave Fort Madison, IA 52627; Investment or Commercial Property; Owner; none; 11/1/2024; 1; 0; Duties: Personally Held Real Estate 6) Fort Madison Tourism Board of Directors; Non-Investment-Related; 804 10th St Fort Madison, IA 52627; Association/Committee/Council; Director; None; 04/01/2025; 1; 0; Volunteer at events in town, promote Fort Madison tourism. 7) SE Iowa Regional SIRRC; Non-Investment Related; 610 N 4th St Ste 200 Burlington, IA 52601; Association/Committee/Council; Board Member; None; 01/01/2026; 1; 0; FM SIRRC Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-26 |
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