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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
AZ RA APPROVED 2025-11-24
NM RA APPROVED 2025-11-17
UT RA APPROVED 2025-11-17
CO RA APPROVED 2021-12-08
  • AZ RA
    APPROVED
    Since 2025-11-24
  • NM RA
    APPROVED
    Since 2025-11-17
  • UT RA
    APPROVED
    Since 2025-11-17
  • CO RA
    APPROVED
    Since 2021-12-08

Branch Locations

1614 S Academy Blvd Ste 110, Colorado Spgs, CO 80916 • United States

9475 Briar Village Pt #319, Colorado Springs, CO 80920 • 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
United States Marine Corps Reserve Buckley CO 10/2005 Present
Dan Lewis Insurance Agency Colorado Springs CO 04/2012 Present
State Farm Vp Management Corp. Colorado Springs CO 04/2012 Present
State Farm Investment Management Corp Colorado Springs CO 08/2018 03/2019
State Farm Investment Management Corp Colorado Springs CO 12/2021 Present
Other Businesses

1) Lewis Business Services, LLC; Non-Investment-Related; 1797 Summerglow Lane, Monument, CO 80132; Other; Board Member; 2/1/2017; This is a dormant LLC. I am not currently doing anything with it.; No Duties; 0 HR/MO for both. 2) 612-616 LLC; investment-related; 612 N Tejon St, Colorado Springs, CO 80903; Investment or Commercial Property; owner; 5/21/2021; 2; 2; none. 3) Daniel Lewis' Insurance Agency; Insurance Agency; Investment-related; 1614 S Academy Blvd Ste 110 Colorado Springs CO 80916 and 9475 Briar Village Pt #319 Colorado Springs CO 80920; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01;2012; 80; 80; Service customers and supervise employees 4) Exploring Christianity; non-investment-related; 11938 Alydar Loop; Colorado Springs, CO. 80921; Other; Owner; None; 10/01/2025; 20;4; This is a podcast, blog site, and speaking business specifically for Christianity and Parenting.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-14
S65 Uniform Investment Adviser Law Examination 2021-12-07
  • S63 Uniform Securities Agent State Law Examination
    2025-10-14
  • S65 Uniform Investment Adviser Law Examination
    2021-12-07

View on SEC IAPD

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