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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
MO RA APPROVED 2023-09-01
AR RA APPROVED 2023-03-17
OK RA APPROVED 2023-03-17
TX RA APPROVED 2023-03-17
  • MO RA
    APPROVED
    Since 2023-09-01
  • AR RA
    APPROVED
    Since 2023-03-17
  • OK RA
    APPROVED
    Since 2023-03-17
  • TX RA
    APPROVED
    Since 2023-03-17

Branch Locations

1441 S Carson Ave, Tulsa, OK 74119 • United States

7216 E 41St St, Tulsa, OK 74145 • 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
Michael Nelson Insurance Agency Tulsa OK 09/2019 Present
State Farm Insurance Dallas TX 03/2019 09/2019
Mike Thompson Insurance Agency Tulsa OK 07/2017 03/2019
Phillip Pool Insurance Agency Fayetteville AR 06/2016 07/2017
Marine Corps Dallas TX 07/2012 07/2018
State Farm Vp Management Corp Tulsa OK 11/2021 Present
State Farm Investment Management Corp Tulsa OK 03/2023 Present
  • 09/2019 → Present
    Michael Nelson Insurance Agency
    Tulsa, OK
  • 03/2019 → 09/2019
    State Farm Insurance
    Dallas, TX
  • 07/2017 → 03/2019
    Mike Thompson Insurance Agency
    Tulsa, OK
  • 06/2016 → 07/2017
    Phillip Pool Insurance Agency
    Fayetteville, AR
  • 07/2012 → 07/2018
    Marine Corps
    Dallas, TX
  • 11/2021 → Present
    State Farm Vp Management Corp
    Tulsa, OK
  • 03/2023 → Present
    Tulsa, OK
Other Businesses

1) Michael Nelson's Insurance Agency; Insurance Agency; Investment-related; 7216 E 41st St Tulsa, OK 74145-4504; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2019; 80; 80; Service customers and supervise employees 2) Nelson and Harris LLC; Investment Related; 8621 S Erie Ave Tulsa, OK 74137; Investment or Commercial Property; Owner; None; 02/17/2022; 15; 0; None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-09
S63 Uniform Securities Agent State Law Examination 2022-01-31
  • S65 Uniform Investment Adviser Law Examination
    2023-03-09
  • S63 Uniform Securities Agent State Law Examination
    2022-01-31

View on SEC IAPD

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