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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-24 |
| OH | RA | APPROVED | 2024-12-26 |
| MI | RA | APPROVED | 2022-05-26 |
Branch Locations
908 W Front St., Traverse City, MI 49684 • United States
115 S Main St, Lake City, MI 49651-5101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epi Advisors, Llc | Troy | MI | 09/2019 | 07/2020 |
| Epi Group | Troy | MI | 08/2018 | 07/2020 |
| Geotix | Traverse City | MI | 05/2017 | 05/2019 |
| At&T | Cadillac | MI | 06/2015 | 05/2017 |
| Epi Protection, Llc | Troy | MI | 08/2018 | 07/2020 |
| Devin Graham Insurance Agency | Lake City | MI | 07/2020 | Present |
| State Farm Vp Management Corp | Lake City | MI | 01/2021 | Present |
| State Farm Investment Management Corp | Lake City | MI | 05/2022 | Present |
| State Farm Investment Management Corp- Tasp | Traverse City | MI | 03/2026 | Present |
| State Farm Vp Management Corp-Tasp | Traverse City | MI | 03/2026 | Present |
| Devin Graham Insurance Agency-Tasp | Traverse City | MI | 03/2026 | Present |
1) Devin Graham's Insurance Agency; Investment-related; 115 S Main St Lake City, MI 49651 and 908 W Front St. Traverse City, MI 49684; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2020; 80; 80; Service customers and supervise employees 2) Lakewood On the Green; non-investment-related; 128 Lakewood Dr, Cadillac, MI 49601; Investment or Commercial Property; owner; 4/1/2023; 30; 10; limited oversight and business planning and working there on Saturday until it gets firing on all cylinders. 3) DMG Enterprises LLC; Investment-related; 1711 Cardinal Ln Traverse City, MI 49696; Investment or Commercial Property; Owner; none; 01/8/2024; 3; 1; commercial property ownership/management 4) J Thomas Salon; Non-investment-related; 505 Bay Street Traverse City, MI 49684; Other; Owner; none; 3/18/2024; 10; 4; Duties: I will own 20% of this salon due to upfront investment and very minor activity in the business once it is opened
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
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