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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-02-24
WA RA APPROVED 2022-02-24
ID RA APPROVED 2021-06-07
  • OR RA
    APPROVED
    Since 2022-02-24
  • WA RA
    APPROVED
    Since 2022-02-24
  • ID RA
    APPROVED
    Since 2021-06-07

Branch Locations

410 S Orchard St Ste 168, Boise, ID 83705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2014 → 08/2020
    Patrick Buchanan Insurance Agency
    Ketchum, ID
  • 06/2019 → 08/2020
    State Farm Vp Management Corp.
    Ketchum, ID
  • 08/2020 → 12/2020
    State Farm Vp Management Corp
    Meridian, ID
  • 08/2020 → 12/2020
    State Farm Insurance
    Meridian, ID
  • 01/2021 → Present
    State Farm Vp Management Corp.
    Boise, ID
  • 01/2021 → Present
    Kimberly Shurtleff Insurance Agency
    Boise, ID
  • 06/2021 → Present
    Boise, ID
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-29
S63 Uniform Securities Agent State Law Examination 2019-11-22
  • S65 Uniform Investment Adviser Law Examination
    2021-04-29
  • S63 Uniform Securities Agent State Law Examination
    2019-11-22
Other Names
  • Kimberly Michelle Honeycutt

View on SEC IAPD

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