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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-05-30 |
| IA | RA | APPROVED | 2023-05-26 |
| NE | RA | APPROVED | 2023-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2016 | 07/2017 |
| Heartland Insurance Services | Red Oak | IA | 01/2016 | 07/2017 |
| David Carbaugh Insurance Agency | Red Oak | IA | 12/2017 | Present |
| State Farm Insurance | Red Oak | IA | 07/2017 | 12/2017 |
| State Farm Vp Management Corp. | Red Oak | IA | 10/2018 | Present |
| David Carbaugh Insurance Agency | Creston | IA | 05/2022 | 07/2024 |
| State Farm Investment Management Corp | Red Oak | IA | 05/2023 | Present |
| State Farm Investment Management Corp | Creston | IA | 05/2023 | 07/2024 |
1) Montgomery County Soil & Water; Non-Investment Related; 2505 North Broadway, Suite 2, Red Oak, IA 51566; Association/Committee/Council; Water & Soil Conservation; Commissioner; 1/3/2017; 1; 0; Vote on investing in CD's or Money Market Accounts. 2) David Carbaugh's Insurance Agency; Insurance Agency; Investment-related; 111 Reed St, Red Oak, IA 51566; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2017; 80; 80; Service customers and supervise employees 3) David Carbaugh - Property #1 (Personally Held Real Estate); investment; 2575 D Ave Red Oak, IA 51566; Investment or Commercial Property; Owner; none; 5/1/2017; 1; 0; Duties: Privately held rental building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-07 |
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