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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-23 |
| IN | RA | APPROVED | 2019-07-30 |
| KY | RA | APPROVED | 2019-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Carrollton | KY | 08/2006 | Present |
| State Farm Vp Management Corp | Carrollton | KY | 08/2006 | Present |
| State Farm Investment Management Corp | Carrollton | KY | 01/2019 | Present |
1) PVB 3-56, LLC; NON-INVESTMENT-RELATED; 1206 HIGHLAND AVE. CARROLLTON KY 41008; INVESTMENT OR COMMERCIAL PROPERTY; OWNER/PARTNER; 05/2007; 8-HOURS DEVOTED PER MONTH; 4-DURING TRADING HOURS; MANAGE PROPERTY. 2) Carroll County Rotary Foundation; non-investment-related; membership/civic/fraternal organization; director; 7/1/2020; 4; 2; sits on board of directors. assist in making decisions relating to community activities to be involved in. 3) Mark Smith's Insurance Agency; Insurance Agency; Investment-related; 1206 Highland Ave Carrollton, KY 41008-9601; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2006; 80; 80; Service customers and supervise employees 4) Kentucky River Authority; non-investment-related; 403 Wapping Street, Frankfort, KY 40601; Public service; Board Member; None; 01/01/2025; 1;1; Other duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-24 |
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