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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 2025-09-15
  • FL RA
    APPROVED
    Since 2025-09-15

Branch Locations

3909 W Newberry Rd Suite A, Gainesville, FL 32607 • 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
Mitchell Burgess Insurance Agency Gainesville FL 05/2022 Present
State Farm Insurance Alachua FL 11/2021 05/2022
Tish Oleksy Insurance Agency Gainesville FL 08/2020 11/2021
Apex Systems Falls Church VA 11/2019 08/2020
Enterprise Holdings Alexandria VA 05/2017 11/2019
Sweetser Belfast ME 06/2013 05/2017
State Farm Vp Management Corp Gainesville FL 07/2025 Present
State Farm Investment Management Corp Gainesville FL 07/2025 Present
State Farm Vp Management Corp Alachua FL 11/2021 05/2022
State Farm Investment Management Corp Alachua FL 11/2021 05/2022
  • 05/2022 → Present
    Mitchell Burgess Insurance Agency
    Gainesville, FL
  • 11/2021 → 05/2022
    State Farm Insurance
    Alachua, FL
  • 08/2020 → 11/2021
    Tish Oleksy Insurance Agency
    Gainesville, FL
  • 11/2019 → 08/2020
    Apex Systems
    Falls Church, VA
  • 05/2017 → 11/2019
    Enterprise Holdings
    Alexandria, VA
  • 06/2013 → 05/2017
    Sweetser
    Belfast, ME
  • 07/2025 → Present
    State Farm Vp Management Corp
    Gainesville, FL
  • 07/2025 → Present
    Gainesville, FL
  • 11/2021 → 05/2022
    State Farm Vp Management Corp
    Alachua, FL
  • 11/2021 → 05/2022
    Alachua, FL
Other Businesses

1) Mitchell Burgess' Insurance Agency; Investment-related; 3909 W Newberry Rd Ste A Gainesville, FL 32607-2367; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2022; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-17
  • S65 Uniform Investment Adviser Law Examination
    2025-06-17

View on SEC IAPD

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