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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-10 |
| IN | RA | APPROVED | 2024-12-06 |
| KY | RA | APPROVED | 2024-12-06 |
| OH | RA | APPROVED | 2023-03-16 |
Branch Locations
2040 Brice Rd Suite 110, Reynoldsburg, OH 43068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Woodmere Village | OH | 04/2007 | 11/2017 |
| Lpl Financial Llc | Beachwood | OH | 01/2018 | 04/2018 |
| Stratos Wealth Partners, Ltd. | Beachwood | OH | 01/2018 | 03/2018 |
| Quicken Loans Inc. | Cleveland | OH | 08/2018 | 09/2018 |
| Paychex Inc. | Hudson | OH | 10/2018 | 05/2019 |
| Unemployed | Cleveland | OH | 05/2018 | 07/2018 |
| Valic Financial Advisors, Inc. | Independence | OH | 04/2019 | 06/2020 |
| Equitable Advisors | New York | NY | 07/2020 | 08/2021 |
| Valic | Independence | OH | 05/2019 | 06/2020 |
| Fidelity Brokerage Services Llc | Woodmere Village | OH | 10/2010 | 11/2017 |
| Morgan Stanley | Columbus | OH | 01/2022 | 08/2022 |
| Everise | Austin | TX | 08/2021 | 01/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 09/2022 | 03/2023 |
| Strategic Advisers, Inc | Woodmere Village | OH | 05/2011 | 11/2017 |
| American International Group | Independence | OH | 05/2019 | 07/2020 |
| Stratos Wealth Partners | Beachwood | OH | 01/2018 | 03/2018 |
| Aliance Industrial Solutions | Twinsburg | OH | 07/2021 | 10/2021 |
| Ups | Cleveland | OH | 12/2017 | 01/2018 |
| State Farm Insurance | Reynoldsburg | OH | 03/2023 | 08/2023 |
| State Farm Vp Management Corp | Reynoldsburg | OH | 03/2023 | Present |
| State Farm Investment Management Corp | Reynoldsburg | OH | 03/2023 | Present |
| Courtney Reed's Insurance Agency | Reynoldsburg | OH | 08/2023 | Present |
1) Courtney Reed's Insurance Agency; Investment-related; 2040 Brice Rd Ste 110 Reynoldsburg, OH 43068; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-07 |
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