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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-13 |
| SC | RA | APPROVED | 2024-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Columbia | SC | 02/2019 | 09/2023 |
| Direct Surgical Equipment | Columbia | SC | 02/2018 | 02/2019 |
| The Tumble Tree | Elgin | SC | 08/2013 | 08/2018 |
| University Of South Carolina | Columbia | SC | 08/2015 | 05/2019 |
| State Farm Insurance | Lugoff | SC | 07/2014 | 02/2019 |
| Bank Of America, N.A. | Columbia | SC | 08/2022 | 09/2023 |
| Ubs Financial Services | Colombia | SC | 09/2023 | 07/2024 |
| Gary Patterson Insurance Agency | Lugoff | SC | 07/2024 | 08/2024 |
| State Farm Vp Management Corp | Lugoff | SC | 07/2024 | 08/2024 |
| State Farm Insurance | Columbia | SC | 08/2024 | 01/2025 |
| State Farm Investment Management Corp | Columbia | SC | 08/2024 | 01/2025 |
| State Farm Vp Management Corp | Columbia | SC | 08/2024 | 01/2025 |
| State Farm Investment Management Corp | Lake City | SC | 01/2025 | Present |
| State Farm Vp Management Corp | Lake City | SC | 01/2025 | Present |
| Alexis Smith Insurance Agency | Lake City | SC | 01/2025 | Present |
1) Alexis Smith's Insurance Agency; Investment-related; 136 S Church St B Lake City SC 29560; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees 2) The Palmetto Club; non-investment-related; 1231 Sumter St Columbia, SC 29201; Membership/Civic/Fraternal Organization; Board Member; none; 8/9/2023; 1; 0; Committee: Social dinner club that promotes business networking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-05 |
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