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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-05 |
| VA | RA | APPROVED | 2025-12-10 |
| CO | RA | APPROVED | 2025-05-22 |
Branch Locations
3411 N Broadway St, Knoxville, TN 37917-2738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dan Lewis Insurance Agency | Colorado Springs | CO | 06/2023 | 07/2025 |
| Omelets Etc | Colorado Springs | CO | 07/2019 | 03/2023 |
| Ihop | Colorado Springs | CO | 01/2015 | 07/2019 |
| Ihop | Pheonix | AZ | 06/2017 | 08/2017 |
| Barrio Queen | Pheonix | AZ | 06/2017 | 08/2017 |
| Outback | Colorado Springs | CO | 09/2017 | 10/2017 |
| Jimmy Johns | Colorado Springs | CO | 04/2017 | 06/2017 |
| One Source | Colorado Springs | CO | 12/2021 | 04/2022 |
| State Farm Vp Management Corp. | Colorado Springs | CO | 09/2024 | 08/2025 |
| State Farm Investment Management Corp | Colorado Springs | CO | 05/2025 | 08/2025 |
| State Farm Insurance | Colorado Springs | CO | 07/2025 | 08/2025 |
| State Farm Insurance | Knoxville | TN | 08/2025 | 12/2025 |
| State Farm Investment Management Corp | Knoxville | TN | 08/2025 | Present |
| State Farm Vp Management Corp. | Knoxville | TN | 08/2025 | Present |
| Ozzie Gutierrez-Holden Insurance Agency | Knoxville | TN | 12/2025 | Present |
1) Ozzie Gutierrez-Holden's Insurance Agency; Investment-related; 3411 N Broadway St Knoxville, TN 37917-2738; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2025; 80; 80; Service customers and supervise employees 2) Amazon; Non-Investment Related; 3001 Knoxville Center Dr Knoxville, TN 37924; Retail; Other; None; 05/19/2026; 20; 0; Deliver packages for amazon
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-17 |
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