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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-04 |
| IN | RA | APPROVED | 2026-01-09 |
| OH | RA | APPROVED | 2019-04-09 |
Branch Locations
8078 Broadview Rd, Broadview Heights, OH 44147 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 02/2016 | 12/2016 |
| Pnc Bank | North Olmsted | OH | 02/2016 | 12/2016 |
| Key Investment Services Llc | Cleveland | OH | 01/2017 | 01/2018 |
| Keybank | Medina | OH | 03/2017 | 01/2018 |
| Erin Schwan Insurance Agency | Broadview Heights | OH | 06/2018 | Present |
| State Farm Vp Management Corp | Broadview Heights | OH | 11/2018 | Present |
| State Farm Insurance | Broadview Heights | OH | 01/2018 | 05/2018 |
| State Farm Investment Management Corp. | Broadview Heights | OH | 04/2019 | Present |
1) Erin Schwan Insurance Agency; Investment-related; 8078 Broadview Rd Broadview Hts, OH 44147-1204; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2018; 80; 80; Service customers and supervise employees 2) EllieMD LLC; Non-investment; 3790 el camino real #1099 palo alto, ca 94307; Retail; Owner; none; 12/10/2025; 5; 0; Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-16 |
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