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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
FL RA APPROVED 2026-06-15
  • FL RA
    APPROVED
    Since 2026-06-15

Branch Locations

836 S. Moody Rd, Palatka, FL 32177 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matanzas Innlet Restaurant St.AUgustine FL 06/2004 09/2016
Ica Claims Palatka FL 09/2017 09/2022
Papa Johns Pizza Palatka FL 09/2018 03/2019
Optimal Us Logistics Gainesville FL 06/2021 07/2022
Owens And Minor Gainesville FL 10/2020 03/2021
Prohibition Kitchen St.AUgustine FL 03/2017 09/2017
Susan G. Helwig Insurance Agency Palatka FL 09/2022 Present
Unemployed East Palatka FL 10/2016 02/2017
State Farm Vp Management Corp. Palatka FL 05/2025 Present
State Farm Investment Management Corp Palatka FL 05/2026 Present
  • 06/2004 → 09/2016
    Matanzas Innlet Restaurant
    St.AUgustine, FL
  • 09/2017 → 09/2022
    Ica Claims
    Palatka, FL
  • 09/2018 → 03/2019
    Papa Johns Pizza
    Palatka, FL
  • 06/2021 → 07/2022
    Optimal Us Logistics
    Gainesville, FL
  • 10/2020 → 03/2021
    Owens And Minor
    Gainesville, FL
  • 03/2017 → 09/2017
    Prohibition Kitchen
    St.AUgustine, FL
  • 09/2022 → Present
    Susan G. Helwig Insurance Agency
    Palatka, FL
  • 10/2016 → 02/2017
    Unemployed
    East Palatka, FL
  • 05/2025 → Present
    State Farm Vp Management Corp.
    Palatka, FL
  • 05/2026 → Present
    Palatka, FL
Other Businesses

Susan Helwig's Insurance Agency; Investment-related; 836 S Moody Rd Ste 1 Palatka, FL 32177; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 09/23/2022; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02

View on SEC IAPD

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