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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
GA RA APPROVED 2024-06-10
NC RA APPROVED 2024-06-06
SC RA APPROVED 2022-11-08
  • GA RA
    APPROVED
    Since 2024-06-10
  • NC RA
    APPROVED
    Since 2024-06-06
  • SC RA
    APPROVED
    Since 2022-11-08

Branch Locations

1706 Old Trolley Rd Suite F, Summerville, SC 29485 • 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
Craig Plank Insurance Agency Columbia SC 11/2019 11/2023
Power Home Technologies Columbia SC 01/2017 11/2019
Broom Heating And Air Blythewood SC 05/2016 01/2017
State Farm Vp Managment Corp Columbia SC 01/2022 11/2023
State Farm Investment Management Corp Columbia SC 11/2022 11/2023
State Farm Vp Managment Corp Blythewood SC 11/2023 01/2024
State Farm Investment Management Corp Blythewood SC 11/2023 01/2024
State Farm Insurance Blythewood SC 11/2023 01/2024
State Farm Insurance Summerville SC 01/2024 04/2024
State Farm Vp Managment Corp Summerville SC 01/2024 Present
State Farm Investment Management Corp Summerville SC 01/2024 Present
Austin Moak's Insurance Agency Summerville SC 04/2024 Present
  • 11/2019 → 11/2023
    Craig Plank Insurance Agency
    Columbia, SC
  • 01/2017 → 11/2019
    Power Home Technologies
    Columbia, SC
  • 05/2016 → 01/2017
    Broom Heating And Air
    Blythewood, SC
  • 01/2022 → 11/2023
    State Farm Vp Managment Corp
    Columbia, SC
  • 11/2022 → 11/2023
    Columbia, SC
  • 11/2023 → 01/2024
    State Farm Vp Managment Corp
    Blythewood, SC
  • 11/2023 → 01/2024
    Blythewood, SC
  • 11/2023 → 01/2024
    State Farm Insurance
    Blythewood, SC
  • 01/2024 → 04/2024
    State Farm Insurance
    Summerville, SC
  • 01/2024 → Present
    State Farm Vp Managment Corp
    Summerville, SC
  • 01/2024 → Present
    Summerville, SC
  • 04/2024 → Present
    Austin Moak's Insurance Agency
    Summerville, SC
Other Businesses

1) Austin Moak's Insurance Agency; Investment-related; 1706 Old Trolley Rd Ste F Summerville, SC 29485; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
S63 Uniform Securities Agent State Law Examination 2022-06-28
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07
  • S63 Uniform Securities Agent State Law Examination
    2022-06-28

View on SEC IAPD

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