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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-01-29 |
| PA | RA | APPROVED | 2023-07-26 |
| DE | RA | APPROVED | 2023-04-28 |
| MD | RA | APPROVED | 2023-04-28 |
| VA | RA | APPROVED | 2023-04-28 |
Branch Locations
7910 Woodmont Ave Suite 850, Bethesda, MD 20814 • United States
11325 Seven Locks Rd Suite 291, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Munson Insurance Agency | Bethesda | MD | 08/2011 | Present |
| State Farm Vp Management Corp. | Bethesda | MD | 08/2011 | Present |
| David Munson Insurance Agency | Potomac | MD | 01/2019 | Present |
| State Farm Vp Management Corp. | Potomac | MD | 01/2019 | Present |
| State Farm Investment Management Corp | Potomac | MD | 04/2023 | Present |
| State Farm Investment Management Corp | Bethesda | MD | 04/2023 | Present |
1) Club Capital; non-investment-related; 4641 Montgomery Ave #300, Bethesda, MD 20814; Service Industry; Owner/Partner/50%; 02/01/2016; 16hr/mo. 0hr/mo.; Vote on investing in CD's or Money Market Accounts (bank products), Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account, oversee the business development side of the business primarily around the area of sales and marketing. 2) David Munson's Insurance Agency; Insurance Agency; Investment-related; 7910 Woodmont Ave Ste 850 Bethesda, MD 20814-7021; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2011; 80; 80; Service customers and supervise employees 3) DM Consulting Services LLC; Non-investment-related; 7910 Woodmont Ave Suite 880, Bethesda, MD 20814; Service Industry; Owner; President; 04/01/2022; 8; 8; Duties. 4) David Munson - Property #1 (personally held real estate); investment-related; 7 Perry Charleston, SC. 29403; Investment or Commercial Property; Owner; None; 12/01/2025; 0;0; Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-11 |
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