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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-05-06 |
| MI | RA | APPROVED | 2020-05-06 |
| MN | RA | APPROVED | 2020-05-06 |
| WI | RA | APPROVED | 2018-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Sussex | WI | 07/2014 | Present |
| Dane Allen Insurance Agency | Sussex | WI | 09/2014 | Present |
| State Farm Investment Management Corp. | Sussex | WI | 08/2018 | Present |
1) Dane Allen's Insurance Agency; Insurance Agency; Investment-related; N64W22652 Main St Sussex, WI 53089; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2014; 80; 80; Service customers and supervise employees (2) EPI Investment Holdings, LLC; Investment Related; N61W23893 Sumac Ln Sussex, WI 53089; Investment or Commercial Property; Owner; 11/07/2018; 1hr; Control of the checkbook, Review bank statements, Make deposits in the checking account. Rental Property Management, showings, tenants screenings, lease signings, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-28 |
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