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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-20 |
| WA | RA | APPROVED | 2021-04-22 |
Branch Locations
7304 10Th St Ste B101, Lake Stevens, WA 98258-3684 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lisa Atkinson Insurance Agency | Burlington | WA | 05/2020 | 03/2021 |
| State Farm Vp Management Corp. | Burlington | WA | 11/2020 | 03/2021 |
| Dave Christy Insurance Agency | Pullman | WA | 08/2019 | 02/2020 |
| Edward Jones | Shoreline | WA | 06/2019 | 08/2019 |
| Washington State University | Pullman | WA | 08/2016 | 05/2020 |
| Lisa Atkinson Insurance Agency | Burlington | WA | 06/2018 | 08/2018 |
| Avalon Golf Links | Burlington | WA | 06/2017 | 08/2017 |
| State Farm Insurance | Burlington | WA | 03/2021 | 03/2021 |
| State Farm Vp Management Corp. | Everett | WA | 03/2021 | 07/2021 |
| State Farm Insurance | Everett | WA | 03/2021 | 07/2021 |
| State Farm Investment Management Corp. | Everett | WA | 04/2021 | 07/2021 |
| State Farm Vp Management Corp. | Lake Stevens | WA | 08/2021 | Present |
| State Farm Investment Management Corp. | Lake Stevens | WA | 08/2021 | Present |
| Denton Atkinson Insurance Agency | Lake Stevens | WA | 08/2021 | Present |
1) Denton Atkinson's Insurance Agency; Investment-related; 7304 10th St SE Ste B101 Lake Stevens, WA 98258-3684; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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