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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
OR RA APPROVED 2022-06-07
NV RA APPROVED 2021-07-16
AZ RA APPROVED 2020-06-05
CA RA APPROVED 2018-11-30
  • OR RA
    APPROVED
    Since 2022-06-07
  • NV RA
    APPROVED
    Since 2021-07-16
  • AZ RA
    APPROVED
    Since 2020-06-05
  • CA RA
    APPROVED
    Since 2018-11-30

Branch Locations

527 Encinitas Blvd Ste. 106, Encinitas, CA 92024 • United States

7040 Avenida Encinas Ste. 202, Carlsbad, CA 92011 • 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
Katelin Harlan Insurance Agency Encinitas CA 05/2014 Present
State Farm Vp Management Corp Encinitas CA 05/2014 Present
State Farm Investment Management Corp Encinitas CA 08/2018 Present
Katelin Harlan Insurance Agency Carlsbad CA 11/2022 Present
State Farm Vp Management Corp Carlsbad CA 11/2022 Present
  • 05/2014 → Present
    Katelin Harlan Insurance Agency
    Encinitas, CA
  • 05/2014 → Present
    State Farm Vp Management Corp
    Encinitas, CA
  • 08/2018 → Present
    Encinitas, CA
  • 11/2022 → Present
    Katelin Harlan Insurance Agency
    Carlsbad, CA
  • 11/2022 → Present
    State Farm Vp Management Corp
    Carlsbad, CA
Other Businesses

1) JAZZERCISE; NON-INVESTMENT-RELATED; 13382 POWAY RD, POWAY CA 92064; SERVICE INDUSTRY; INDEPENDENT CONTRACTOR; 11/1/2014; 8HR/MO; 0HR/MO; INSTRUCTOR. 2) Katelin Harlan's Insurance Agency; Insurance Agency; Investment-related; 531 Encinitas Blvd Ste 119 Encinitas, CA 92024-3773; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-30
S63 Uniform Securities Agent State Law Examination 2013-11-01
  • S65 Uniform Investment Adviser Law Examination
    2018-11-30
  • S63 Uniform Securities Agent State Law Examination
    2013-11-01
Other Names
  • Katie Beach
  • Katie Harlan
  • Katelin Grace Beach

View on SEC IAPD

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