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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-27 |
| CA | RA | APPROVED | 2025-06-16 |
Branch Locations
20331 Lake Forest Dr Ste C5, Lake Forest, CA 92630 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Lake Forrest | CA | 07/2014 | 09/2020 |
| Bradley Purcell Insurance Agency | Lake Forrest | CA | 07/2014 | Present |
| State Farm Vp Managment Corp | Lake Forest | CA | 09/2022 | Present |
| State Farm Investment Management Corp | Lake Forest | CA | 06/2025 | Present |
1) Bradley Purcell Insurance Agency; Investment-related; 20331 Lake Forest Dr, Ste C5, Lake Forest, CA 92630-8105; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2014; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-03 |
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