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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
NY RA APPROVED 2022-10-11
DE RA APPROVED 2022-10-10
PA RA APPROVED 2019-08-16
  • NY RA
    APPROVED
    Since 2022-10-11
  • DE RA
    APPROVED
    Since 2022-10-10
  • PA RA
    APPROVED
    Since 2019-08-16

Branch Locations

545 W Main St Ste 22, Trappe, PA 19426-1981 • 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
Mike Yates Insurance Agency King Of Prussia PA 01/2015 06/2018
State Farm Vp Management Corp King Of Prussia PA 04/2016 01/2017
State Farm Insurance Schwenksville PA 06/2018 11/2018
Steve Morrow Insurance Agency Collegeville PA 11/2018 Present
State Farm Vp Management Corp Collegeville PA 12/2018 Present
State Farm Investment Management Corp Collegeville PA 08/2019 Present
  • 01/2015 → 06/2018
    Mike Yates Insurance Agency
    King Of Prussia, PA
  • 04/2016 → 01/2017
    State Farm Vp Management Corp
    King Of Prussia, PA
  • 06/2018 → 11/2018
    State Farm Insurance
    Schwenksville, PA
  • 11/2018 → Present
    Steve Morrow Insurance Agency
    Collegeville, PA
  • 12/2018 → Present
    State Farm Vp Management Corp
    Collegeville, PA
  • 08/2019 → Present
    Collegeville, PA
Previous Registrations
Other Businesses

1) Steven Morrow's Insurance Agency; Insurance Agency; Investment-related; 545 W Main St Ste 22 Trappe, PA 19426-1981; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2018; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-15
S63 Uniform Securities Agent State Law Examination 2019-03-20
S66 Uniform Combined State Law Examination 2014-09-09
  • S65 Uniform Investment Adviser Law Examination
    2019-08-15
  • S63 Uniform Securities Agent State Law Examination
    2019-03-20
  • S66 Uniform Combined State Law Examination
    2014-09-09
Other Names
  • Steven Morrow

View on SEC IAPD

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