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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
ID RA APPROVED 2022-01-31
MT RA APPROVED 2022-01-31
  • ID RA
    APPROVED
    Since 2022-01-31
  • MT RA
    APPROVED
    Since 2022-01-31

Branch Locations

Bozeman, MT • 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 Vp Management Corp Meridian ID 05/2014 06/2020
Nick Carlson Insurance Agency Meridian ID 07/2015 06/2020
State Farm Investment Management Corp. Meridian ID 08/2018 06/2019
State Farm Vp Management Corp. Idaho Falls ID 07/2020 08/2020
State Farm Insurance Idaho Falls ID 07/2020 08/2020
State Farm Insurance Rigby ID 08/2020 08/2024
State Farm Vp Management Corp Rigby ID 08/2020 08/2024
State Farm Investment Management Corp. Rigby ID 01/2022 08/2024
State Farm Insurance Bozeman MT 08/2024 Present
State Farm Investment Management Corp Bozeman MT 08/2024 Present
State Farm Vp Management Corp Bozeman MT 08/2024 Present
  • 05/2014 → 06/2020
    State Farm Vp Management Corp
    Meridian, ID
  • 07/2015 → 06/2020
    Nick Carlson Insurance Agency
    Meridian, ID
  • 08/2018 → 06/2019
    Meridian, ID
  • 07/2020 → 08/2020
    State Farm Vp Management Corp.
    Idaho Falls, ID
  • 07/2020 → 08/2020
    State Farm Insurance
    Idaho Falls, ID
  • 08/2020 → 08/2024
    State Farm Insurance
    Rigby, ID
  • 08/2020 → 08/2024
    State Farm Vp Management Corp
    Rigby, ID
  • 01/2022 → 08/2024
    Rigby, ID
  • 08/2024 → Present
    State Farm Insurance
    Bozeman, MT
  • 08/2024 → Present
    Bozeman, MT
  • 08/2024 → Present
    State Farm Vp Management Corp
    Bozeman, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
S63 Uniform Securities Agent State Law Examination 2014-01-08
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28
  • S63 Uniform Securities Agent State Law Examination
    2014-01-08
Other Names
  • Nick Carlson

View on SEC IAPD

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