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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2021-09-16 |
| TX | RA | APPROVED | 2021-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clifton Ourso Insurance Agency | Baton Rouge | LA | 04/2015 | Present |
| State Farm Vp Management Corp | Baton Rouge | LA | 04/2015 | Present |
| State Farm Investment Management Corp | Baton Rouge | LA | 10/2018 | 06/2019 |
| State Farm Investment Management Corp | Baton Rouge | LA | 09/2021 | Present |
(1) C&M MANAGEMENT; INVESTMENT RELATED; PO BOX 790, DONALDSONVILLE, LA, 70346; 10/2003; INVESTMENT OR COMMERCIAL PROPERTY; 2% OWNER; 0 HRS DURING OR AFTER TRADING HOURS; REAL ESTATE HOLDING COMPANY WITH NO PERSONAL DUTIES. (2) USOZ LLC DBA OURSO FLOWER SHOP; NON-INVESTMENT RELATED; 120 CHETIMACHES ST, DONALDSONVILLE, LA, 70346; RETAIL; 49% OWNER; 01/1998; SALES; 2 HOURS/MO, 0 DURING TRADING HOURS; OCCATIONAL HELPING WITH DELIVERIES FOR FLOWER SHOP. (3) Ourso Enterprises, LLC; Investment related; 2121 Drusilla Ln, Baton Rouge, LA 70809; LLC is the owner of Agent's office building. Leases out back offices to Jim Talbot Real Estate & SF Agent Clifton Ourso Jr. (Ourso Insurance and Financial Services, Inc.); Owner 100%; 12/1/14; Only duties/responsibilities involved are collecting 1 rent check per month and paying monthly mortgage. LLC is set up only for ownership of office building and has 2 tenants; 1 hr/mo; 0 hrs/mo. (4) Ourso Enterprises, LLC; non-investment related; 2121 Drusilla Ln, Baton Rouge, LA 70809; LLC is the owner of Agent's office building. Leases out back offices to Jim Talbot Real Estate & SF Agent Clifton Ourso Jr. (Ourso Insurance and Financial Services, Inc.); Owner 100%; 12/1/14; Only duties/responsibilities involved are collecting 1 rent check per month and paying monthly mortgage. LLC is set up only for ownership of office building and has 2 tenants - Talbot & Talbot, Inc. and Ourso Insurance and Financial Services, Inc. (Clifton Ourso Jr's State Farm Agency.; 1 hr/mo; 0 hrs/mo. 5) CCO Properties; Investment related, 5535 Riverbend Blvd Baton Rouge LA 70820; Investment or Commercial Property; President; 11/25/2019; 2;0hrs; Control of the checkbook, Review bank statements, make deposits in the checking account, pay bills/Co-Signor on checking account; this will be an llc formed to purchase an existing home, tear down and build a new home. 6) Ourso Mortgage Services LLC; INVESTMENT RELATED; 2121 Drusilla Ln Baton Rouge LA 70809; Investment or Commercial Property; Owner, 06-04-2020; lending and borrowing activities; 10;5 7) CNO Insurance Group LLC; Investment related; 2121 Drusilla Ln Baton Rouge LA 70809; Partner; 10/25/2021; 1;0;The only duties will be payroll processing for 3 State Farm Agencies - 1 agency is mine RNNM and the other 2 are Cliff Ourso (B219) Legacy & MOA office. 8) Clifton Ourso's Insurance Agency; Insurance Agency; Investment-related; 2121 Drusilla Ln Baton Rouge, LA 70809-1409; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2015; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-07 |
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