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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-17 |
Branch Locations
1121 Boyce Rd Ste 2400-A, Pittsburgh, PA 15241-3939 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Burlington | WA | 09/2013 | 01/2017 |
| Pruco Securities Llc | Bellevue | WA | 01/2017 | 05/2017 |
| The Prudential Insurance Company Of America | Bellevue | WA | 01/2017 | 05/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2017 | 08/2017 |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2017 | 08/2017 |
| E*Trade Securities Llc | Seattle | WA | 11/2017 | 11/2018 |
| E*Trade Capital Management Llc | Seattle | WA | 11/2017 | 11/2018 |
| Chevrolet Of Everett | Everett | WA | 08/2017 | 11/2017 |
| Equity Services Inc | Montpelier | VT | 01/2019 | 04/2019 |
| National Life Group | Snohomish | WA | 01/2019 | 04/2019 |
| Edward Jones | St. Louis | MO | 04/2019 | 08/2020 |
| Citizens Securities, Inc. | Mcmurray | PA | 08/2020 | 11/2021 |
| State Farm Insurance | Pittsburgh | PA | 11/2021 | 03/2022 |
| William Kern Insurance Agency | Pittsburgh | PA | 04/2022 | Present |
| State Farm Vp Management Corp | Pittsburgh | PA | 05/2022 | Present |
| State Farm Investment Management Corp | Pittsburgh | PA | 04/2022 | Present |
1) Bill Kern Insurance Agency; Investment-related; 1121 Boyce Rd., Ste 2400A, Pittsburgh, PA 15241-3939; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/17/2022; 80; 80; Service customers and supervise employees 2) Rotary Club of McMurray; non-investment-related; P.O. Box 1291McMurray PA 15317; Association/Committee/Council; Officer; President; 06/21/2023; 15; 0; Rotary is a worldwide organization who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. In more than 160 countries worldwide, approximately 1.4 million Rotarians belong to more than 30,000 Rotary clubs. The world's Rotary clubs meet regularly and are nonpolitical, nonreligious, and open to all cultures, races, and creeds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-08 |
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