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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 | 2024-02-21 |
| TX | RA | APPROVED | 2021-09-30 |
Branch Locations
5150 Warren Pkwy Ste 705, Frisco, TX 75034-7463 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Michael Bergman Insurance Agency | Carrollton | TX | 04/2007 | 03/2017 |
| State Farm Vp Management Corp | Carrollton | TX | 04/2007 | 03/2017 |
| State Farm Vp Management Corp | Frisco | TX | 03/2017 | 01/2020 |
| Michael Bergman Insurance Agency | Frisco | TX | 03/2017 | 01/2019 |
| State Farm Investment Management Corp. | Frisco | TX | 08/2018 | 01/2020 |
| Mike Bergman Insurance | Prosper | TX | 01/2019 | Present |
| State Farm Vp Management Corp | Prosper | TX | 04/2021 | Present |
| State Farm Investment Management Corp | Prosper | TX | 09/2021 | Present |
1) Northern Pike LLC; non-investment related; 1151 Wheatland Rd Prosper TX 75078; Owner and president, 01/01/2019; 1;1 2) Michael Bergman's Insurance Agency; Insurance Agency; Investment-related; 5150 Warren Pkwy Ste 705 Frisco, TX 75034-7463; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2007; 80; 80; Service customers and supervise employees 3) Michael Bergman - Property #1 (Personally Held Real Estate); investment; 15913 Crosslake Ct Prosper, TX 75078; Investment or Commercial Property; Owner; none; 7/30/2020; 1; 0; Duties: Privately held rental building 4) Michael Bergman - Property #2 (Personally Held Real Estate); investment; 16621 Whitet Rock Trail Prosper, TX 75078; Investment or Commercial Property; Owner; none; 8/17/2020; 1; 0; Duties: Privately held rental building 5) Michael Bergman - Property #3 (Personally Held Real Estate); investment; 12212 Knots Ln Frisco, TX 75036; Investment or Commercial Property; Owner; none; 11/2/2021; 1; 0; Duties: Privately held rental building 6) Michael Bergman - Property #4 (Personally Held Real Estate); investment; 912 Remuda Frisco, TX 75033; Investment or Commercial Property; Owner; none; 4/12/2022; 1; 0; Duties: Privately held rental building 7) MBA Properties, LLC: Investment-Related; 1151 Wheatland Rd Prosper, TX 75078: Partner; 01/01/2002; CHECKBOOK, oversee rent house 8) Michael Bergman-Property #8 (Personally held real estate); Investment Related; 1720 Foxtail Celina, TX 75009; Investment or Commercial Property; Owner; None; 12/01/2025; 1; 0; Personally Held Real Estate 9) Michael Bergman-Property #9 (Personally held Real Estate; Investment Related; 1720 Palmetto Celina, TX 75009; Investment or Commercial Property; Owner; None; 12/01/2025; 1; 0; Personally Held Real Estate 10) Michael Bergman-Property #10 (Personally held Real Estate); Investment Related; 1900 Brentwood Celina, TX 75009; Investment or Commercial Property; Owner; None; 12/01/2025; 1; 0; Personally Held Real Estate 11) Michael Bergman-Property #11 (Personally held real estate); Investment Related; 1613 Blue Sage Celina, TX 75009; Investment or Commercial Property; Owner; None; 12/01/2025; 1; 0; Personally Held Real Estate 12) Michael Bergman-property #12 (Personally Held Real Estate); Investment Related; 1424 Bettolo Celina, TX 75009; Investment or Commercial Property; Owner; None; 05/15/2026; 0; 0; Personally Held Real Estate 13) Michael Bergman-property #13 (Personally Held Real Estate); Investment Related; 5901 Maddie Ann Celina, TX 75009; Investment or Commercial Property; Owner; None; 06/14/2026; 1; 0; Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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