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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
MS RA APPROVED 2019-06-10
AL RA APPROVED 2018-11-12
  • MS RA
    APPROVED
    Since 2019-06-10
  • AL RA
    APPROVED
    Since 2018-11-12

Branch Locations

Cullman, AL • 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 Cullman AL 04/2015 04/2019
Katherine Morgan Insurance Agency Cullman AL 04/2015 04/2019
State Farm Investment Management Corp Cullman AL 08/2018 04/2019
State Farm Investment Management Corp. Madison AL 04/2019 05/2024
State Farm Vp Management Corp. Madison AL 04/2019 05/2024
State Farm Insurance Madison AL 04/2019 05/2024
State Farm Insurance Cullman AL 06/2024 Present
State Farm Investment Management Corp. Cullman AL 06/2024 Present
State Farm Vp Management Corp. Cullman AL 06/2024 Present
  • 04/2015 → 04/2019
    State Farm Vp Management Corp
    Cullman, AL
  • 04/2015 → 04/2019
    Katherine Morgan Insurance Agency
    Cullman, AL
  • 08/2018 → 04/2019
    Cullman, AL
  • 04/2019 → 05/2024
    Madison, AL
  • 04/2019 → 05/2024
    State Farm Vp Management Corp.
    Madison, AL
  • 04/2019 → 05/2024
    State Farm Insurance
    Madison, AL
  • 06/2024 → Present
    State Farm Insurance
    Cullman, AL
  • 06/2024 → Present
    Cullman, AL
  • 06/2024 → Present
    State Farm Vp Management Corp.
    Cullman, AL
Other Businesses

1) CROSSHAVEN BAPTIST CHURCH; NON INVESTMENT RELATED; 9131 US HWY 31 S.,HANCEVILLE,AL,35077; CHURCH; SECRETARY; 2/1/2004; 1 HR/MO; 0 HR/MO; OCCASIONALLY SIGN CONTRACTS FOR IMPROVEMENTS. 2) Silverock HOA; Non-Investment Related; 14 Turtle Point Dr, Crane Hill, AL 35053; Association/Committee/Council; Board Member/Secretary; 08/05/2020; 1; 0;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-12
S63 Uniform Securities Agent State Law Examination 2014-09-16
  • S65 Uniform Investment Adviser Law Examination
    2018-11-12
  • S63 Uniform Securities Agent State Law Examination
    2014-09-16
Other Names
  • Katherine Sue Reiley

View on SEC IAPD

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