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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-15 |
| VA | RA | APPROVED | 2023-06-15 |
Branch Locations
4521 George Washington Mem Hwy, Yorktown, VA 23692 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Yorktown | VA | 04/2015 | Present |
| Trevor Jones Insurance Agency | Yorktown | VA | 06/2015 | Present |
| State Farm Investment Management Corp | Yorktown | VA | 06/2023 | Present |
1) Rotary; non-investment-related; 323 Waters St, Yorktown, VA 23690; Membership/Civic/Fraternal Organization; Director; no title; 08/31/2021; 2; 0; The duties are to help grow membership in the club. 2) Trevor Jones's Insurance Agency; Insurance Agency; Investment-related; 4521 George Washington Mem Hwy Yorktown, VA 23692-2702; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2015; 80; 80; Service customers and supervise employees 3) The Church of Jesus Christ of latter-Day Saints; Non-investment-related; 902 Denbigh Blvd Newport News, VA 23608; Other; None; 5/5/2024; 24; 0; Duties: Voluntary Religious Organization - Church
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-26 |
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