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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 | 2022-02-24 |
| WA | RA | APPROVED | 2022-02-24 |
| ID | RA | APPROVED | 2021-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Buchanan Insurance Agency | Ketchum | ID | 07/2014 | 08/2020 |
| State Farm Vp Management Corp. | Ketchum | ID | 06/2019 | 08/2020 |
| State Farm Vp Management Corp | Meridian | ID | 08/2020 | 12/2020 |
| State Farm Insurance | Meridian | ID | 08/2020 | 12/2020 |
| State Farm Vp Management Corp. | Boise | ID | 01/2021 | Present |
| Kimberly Shurtleff Insurance Agency | Boise | ID | 01/2021 | Present |
| State Farm Investment Management Corp. | Boise | ID | 06/2021 | Present |
1) Kimberly Shurtleff's Insurance Agency; Investment-related; 410 S Orchard St Ste 168 Boise, ID 83705-1293; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2021; 80; 80; Service customers and supervise employees 2) Power Engineers, Inc; Investment-related; 3940 Glenbrook Dr Hailey ID 83333; stock purchase; 07/15/2022; Beneficial Owner 3) Orchard Office Park Association INC; Non-investment-related; 410 S Orchard St Boise ID 83705; Association/Committee/Council; Board Member; President; 03/15/2023; 1; 0; control of the checkbook, pay bills/co-signor on checking account, review bank statements, serving on the board as President for the owner's association of the office park my business operates in. this is a non-profit with the sole purpose of operating for the members of the Association. Will abstain from voting on insurance, banking or securities related decisions to avoid conflict of interest
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-22 |
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