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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-07-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Shannon Lokey Insurance Agency | Dayton | VA | 03/2009 | 11/2022 |
| State Farm Vp Management Corp. | Dayton | VA | 03/2009 | 11/2022 |
| State Farm Investment Management Corp | Dayton | VA | 10/2018 | 06/2019 |
| Shannon Lokey Insurance Agency | Stuarts Draft | VA | 03/2020 | Present |
| State Farm Vp Management Corp. | Stuarts Draft | VA | 03/2020 | Present |
| Shannon Lokey Insurance Agency | Harrisonburg | VA | 11/2022 | Present |
| State Farm Vp Management Corp. | Harrisonburg | VA | 11/2022 | Present |
| State Farm Investment Management Corp | Harrisonburg | VA | 07/2023 | Present |
1) Lokey Enterprises LLC/DBA College Hunks Hauling Junk & Moving; Non-investment-related; 1020 Linden Ave, Charlottesville, VA 22902; Service Industry; Partner; Partner; 11/8/2021; 0; 0; No duties. 2) Shannon Lokey's Insurance Agency; Insurance Agency; Investment-related; 1741 Erickson Ave, # B, Harrisonburg, VA 22801-8555; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2009; 80; 80; Service customers and supervise employees 3) LowKey Properties LLC; Investment-related: 3518 Earthshine Way, Rockingham, VA 22801; Owner of property that I will own in the name of the LLC and rent to my State Farm office as the tenant; 06/01/2022; 2;2;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-11 |
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