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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-02-07 |
Branch Locations
4837 1St Ave Se Ste. 203, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Van Meter Industrial | Cedar Rapids | IA | 06/2016 | 02/2017 |
| Van Meter Industrial | Iowa City | IA | 03/2017 | 07/2018 |
| Mitch Valentine Insurance Agency | Cedar Rapids | IA | 08/2018 | 06/2022 |
| State Farm Vp Management Corp. | Cedar Rapids | IA | 05/2019 | 06/2022 |
| State Farm Investment Management Corp | Cedar Rapids | IA | 02/2022 | 06/2022 |
| State Farm Vp Management Corp | Iowa City | IA | 06/2022 | 10/2022 |
| State Farm Investment Management Corp | Iowa City | IA | 06/2022 | 10/2022 |
| State Farm Insurance | Iowa City | IA | 06/2022 | 10/2022 |
| State Farm Vp Management Corp | Cedar Rapids | IA | 11/2022 | Present |
| State Farm Investment Management Corp | Cedar Rapids | IA | 11/2022 | Present |
| Carter Valentine Insurance Agency | Cedar Rapids | IA | 11/2022 | Present |
1) Carter Valentine's Insurance Agency; Investment-related; 4837 1st Ave SE Ste 203 Cedar Rapids, IA 52402-; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2022; 80; 80; Service customers and supervise employees 2) AgencyTracker Pro; Non-Investment Related; 3911 Cedar Bluff Ct NE Cedar Rapids, IA 52411; Other; Owner; None; 04/17/2026; 20; 20; None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-15 |
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