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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
AR RA APPROVED 2025-01-01
MS RA APPROVED 2025-01-01
LA RA APPROVED 2021-09-16
TX RA APPROVED 2021-09-16
  • AR RA
    APPROVED
    Since 2025-01-01
  • MS RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2021-09-16
  • TX RA
    APPROVED
    Since 2021-09-16

Branch Locations

2121 Drusilla Ln, Baton Rouge, LA 70809 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-17
S63 Uniform Securities Agent State Law Examination 2013-05-07
  • S65 Uniform Investment Adviser Law Examination
    2021-08-17
  • S63 Uniform Securities Agent State Law Examination
    2013-05-07
Other Names
  • Clifton N Ourso
  • Cliff Ourso

View on SEC IAPD

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