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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
OK RA APPROVED 2024-02-21
TX RA APPROVED 2021-09-30
  • OK RA
    APPROVED
    Since 2024-02-21
  • TX RA
    APPROVED
    Since 2021-09-30

Branch Locations

5150 Warren Pkwy Ste 705, Frisco, TX 75034-7463 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 04/2007 → 03/2017
    Michael Bergman Insurance Agency
    Carrollton, TX
  • 04/2007 → 03/2017
    State Farm Vp Management Corp
    Carrollton, TX
  • 03/2017 → 01/2020
    State Farm Vp Management Corp
    Frisco, TX
  • 03/2017 → 01/2019
    Michael Bergman Insurance Agency
    Frisco, TX
  • 08/2018 → 01/2020
    Frisco, TX
  • 01/2019 → Present
    Mike Bergman Insurance
    Prosper, TX
  • 04/2021 → Present
    State Farm Vp Management Corp
    Prosper, TX
  • 09/2021 → Present
    Prosper, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-11-23
  • S63 Uniform Securities Agent State Law Examination
    1993-11-23
Designations
Other Names
  • Mike David Bergman

View on SEC IAPD

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