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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
1700 Alma Dr Ste 108, Plano, TX 75075-7019 • United States
600 E Brown St, Wylie, TX 75098 • 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 |
|---|---|---|---|---|
| Adam Leggett Insurance Agency | Wylie | TX | 07/2006 | Present |
| State Farm Vp Management Corp | Wylie | TX | 07/2006 | 05/2020 |
| Adam Leggett Insurance Agency | Plano | TX | 01/2018 | Present |
| State Farm Vp Management Corp. | Plano | TX | 01/2018 | 05/2020 |
| State Farm Investment Management Corp | Wylie | TX | 08/2018 | 06/2019 |
| State Farm Vp Management Corp. | Plano | TX | 05/2022 | Present |
| State Farm Vp Managment Corp | Wylie | TX | 05/2022 | Present |
| State Farm Investment Management Corp | Wylie | TX | 06/2023 | Present |
| State Farm Investment Management Corp | Plano | TX | 06/2023 | Present |
1) Adam Leggett Insurance Agency; Investment-related; 600 E Brown St Wylie TX 75098 and 1700 Alma Dr Ste 108 Plano, TX 75075-7019; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2006; 80; 80; Service customers and supervise employees 2) Livin Larj, LLC; investment-related; 4360 CR 551 Farmersville TX 75442; other, RV Park; partner; partner; 12/01/2021; 4; 0; Lending/Borrowing Activities, Control of the checkbook, Review bank statements, pay bills/Co-Signor on checking account, Make deposits in the checking account. 3) Eldan Legacy, LLC; Investment-related; 707 CR 1572 Carthage TX 75633; Investment or Commercial Property; Partner; Owner; None; 04/01/2023; 5; 0; review bank statements, make deposits in the checking account, pay bills/Co-signor on checking account, property upkeep and repair, this is a family lake house. 4) Birmingham Trust Board Member; non-investment-related; 100 W Jefferson Wylie TX 75098; Association/Committee/Council; Board Member; None; 08/01/2023; 1; 0; The IRS requires the non-profit to meet once annually. I am told 4-6 meetings per year is more accurate, I have been asked to be a board member on the Birmingham Trust. There are 4 board members plus the sitting mayor of Wylie. The Birmingham Trust is a 501 C3 Organization that gives grants to Wylie ISD for Mechanical Trades and Domestic Economy education. The trust investments are determined by the Executive Director and a 3rd party investment firm that does not answer to the board. The board is charged with approving submitted grant applications from WISD that fall under Mechanical Trades or Domestic Economy.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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