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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 | 2023-06-28 |
| LA | RA | APPROVED | 2023-06-28 |
| OK | RA | APPROVED | 2023-06-28 |
| TX | RA | APPROVED | 2023-06-28 |
Branch Locations
2580 W. Camp Wisdom Rd. Suite 400, Grand Prairie, TX 75052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Peterson Insurance Agency | Grand Prairie | TX | 05/2011 | Present |
| State Farm Vp Management Corp. | Grand Prairie | TX | 05/2011 | Present |
| David Peterson Insurance Agency | Bedford | TX | 12/2016 | Present |
| State Farm Vp Management Corp | Bedford | TX | 12/2016 | Present |
| State Farm Investment Management Corp | Grand Prairie | TX | 11/2018 | 06/2019 |
| State Farm Investment Management Corp | Bedford | TX | 06/2023 | Present |
1) David Peterson Coaching; 409 Marshall Rd. South Lake TX 76092; Virtual Coaching for Insurance Agents in regard to operating a small business; Owner, President; 01/01/2021; 8;8. 2) David Peterson's Insurance Agency; Insurance Agency; Investment-related; 5170 Lake Ridge Pkwy Ste 110 Grand Prairie, TX 75052; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2011; 80; 80; Service customers and supervise employees 3) Bowfin Cabins LLC; investment-related; 537 Round Hollow Ln Southlake, TX 76092; Investment or Commercial Property; Owner; none; 10/27/2020; 1; 0; Duties: Personally Held Real Estate. 4) Peterson Investment Group LLC; investment-related; 537 Round Hollow Ln Southlake, TX 76092; Investment or Commercial Property; Partner; 03/01/2022; 1; 0; short term rental property and State Farm Registered Representative that has sold the entity SFVPMC securities. 5) Pete's GA Retreat; investment-related; 537 Round Hollow Ln Southlake, TX 76092; Investment or Commercial Property; Owner; 07/01/2022; 1; 0; short term rental property. 6) Pete's OK Retreat LLC; investment-related; 537 Round Hollow Ln Southlake, TX 76092; Investment or Commercial Property; Owner; 07/01/2022; 1; 0; short term rental property. 7) Building Your Dream Team; Non-Investment; 537 Round Hollow Ln Southlake, TX 76092; Education; Owner; None; 02/20/2026; 0; 0; Writing a book.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-29 |
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