Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-28 |
| GA | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Aiken | SC | 11/2011 | 11/2016 |
| Wells Fargo Bank Na | Aiken | SC | 06/2011 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Aiken | SC | 11/2016 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Augusta | GA | 05/2023 | 10/2024 |
| Veritical Insurance Solutions Llc | Lincolnton | GA | 04/2022 | 05/2023 |
| Bank Of America, N.A. | North Augusta | SC | 10/2024 | 09/2025 |
| Self | Lincolnton | GA | 09/2025 | 03/2026 |
| Kelley Lawrence Insurance Agency | Evans | GA | 03/2026 | Present |
| State Farm Vp Management Corp | Evans | GA | 03/2026 | Present |
| State Farm Investment Management Corp | Evans | GA | 03/2025 | Present |
1) Kelley Lawrence's Insurance Agency; Investment-related; 4779 Washington Rd Evans, GA 30809-5856; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/25/2026; 80; 80; Service customers 2) PlanNet Marketing; Non-Investment Related; 260 Peachtree St NW Suite 2200 Atlanta, GA 30303; Service Industry; Distributor/Sale Representative; None; 07/22/2026; 20; 0; Markets vacations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-04 |
Reach out to this advisor