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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
IN RA APPROVED 2023-10-31
KY RA APPROVED 2023-06-27
  • IN RA
    APPROVED
    Since 2023-10-31
  • KY RA
    APPROVED
    Since 2023-06-27

Branch Locations

2902 Bardstown Rd, Louisville, KY 40205 • 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
State Farm Vp Management Corp. Louisville KY 10/2010 Present
Sam Wheeler Insurance Agency Louisville KY 02/2012 Present
State Farm Investment Management Corp Louisville KY 11/2018 06/2019
Christian Academy School System Louisville KY 04/2022 Present
State Farm Investment Management Corp Louisville KY 06/2023 Present
Other Businesses

1) Samuel Wheeler's Insurance Agency; Insurance Agency; Investment-related; 2902 Bardstown Rd Louisville, KY 40205-3066; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2012; 80; 80; Service customers and supervise employees 2) The Burnelle LLC; Investment-Related; 1107 Crosstimbers Drive Louisville, KY 40245; Investment or Commercial Property; Owner; 05/01/2024; 0; 0; Rental property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-10-23
  • S63 Uniform Securities Agent State Law Examination
    2010-10-23
Designations

View on SEC IAPD

Other Firms

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Other Offices

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