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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-02 |
Branch Locations
2305 W 27Th St Ste 508A, Greeley, CO 80634-8019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Greeley | CO | 03/2022 | 09/2022 |
| Keybank, N.A | Fort Collins | CO | 07/2020 | 03/2022 |
| Wells Fargo Bank, N.A | Greeley | CO | 01/2009 | 06/2020 |
| State Farm Vp Management Corp | Greeley | CO | 03/2022 | Present |
| Jesse Herrera Juarez Insurance Agency | Greeley | CO | 10/2022 | Present |
| State Farm Investment Management Corp | Greeley | CO | 08/2022 | Present |
1) Jesse Herrera Juarez Insurance Agency; Investment-related; 2305 W 27th St., Ste 508A, Greeley, CO 80634-8019; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2022; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-12 |
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