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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
NC RA APPROVED 2024-03-07
SC RA APPROVED 2024-03-07
  • NC RA
    APPROVED
    Since 2024-03-07
  • SC RA
    APPROVED
    Since 2024-03-07

Branch Locations

941 E Marion Suite 1, Shelby, NC 28150 • 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 Insurance Charlotte NC 01/2016 10/2016
State Farm Vp Management Corp Charlotte NC 01/2016 10/2016
State Farm Vp Management Corp. Shelby NC 11/2016 Present
Katie Hallberg Insurance Agency Shelby NC 11/2016 Present
State Farm Investment Management Corp Shelby NC 03/2024 Present
  • 01/2016 → 10/2016
    State Farm Insurance
    Charlotte, NC
  • 01/2016 → 10/2016
    State Farm Vp Management Corp
    Charlotte, NC
  • 11/2016 → Present
    State Farm Vp Management Corp.
    Shelby, NC
  • 11/2016 → Present
    Katie Hallberg Insurance Agency
    Shelby, NC
  • 03/2024 → Present
    Shelby, NC
Other Businesses

1) Kathleen Hallberg's Insurance Agency; Insurance Agency; Investment-related; 941 E Marion St Ste 1 Shelby, NC 28150-4740; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2016; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-10
  • S63 Uniform Securities Agent State Law Examination
    2015-11-10
Designations
Other Names
  • Katie Bridges

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Shelby, NC

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