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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2019-02-07 |
Branch Locations
900 N Lst Ch Glch St Ste 103, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Helena | MT | 10/2015 | Present |
| Jon Miller Insurance Agency | Helena | MT | 10/2015 | Present |
| State Farm Investment Management Corp | Helena | MT | 01/2019 | Present |
1) Grandstreet Theatre; non-investment-related; 325 N Park Ave, Helena, MT 59601; Association/Committee/Council; Board member; no title; 9/1/21; 1; 0; 2) Jonathan Miller's Insurance Agency; Insurance Agency; Investment-related; 900 N Lst Ch Glch St Ste 103 Helena, MT 59601-3415; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2015; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-10 |
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