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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
IN RA APPROVED 2024-05-06
OH RA APPROVED 2024-05-06
MI RA APPROVED 2023-02-27
  • IN RA
    APPROVED
    Since 2024-05-06
  • OH RA
    APPROVED
    Since 2024-05-06
  • MI RA
    APPROVED
    Since 2023-02-27

Branch Locations

7851 Spring Arbor Rd Ste 23, Spring Arbor, MI 49283 • 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
Paul Clark Insurance Agency Battle Creek MI 12/2018 02/2023
State Farm Vp Management Corp Battle Creek MI 04/2022 02/2023
Kp Insurance Agency Kalamazoo MI 10/2018 11/2018
Heritage Chevrolet Battle Creek MI 07/2014 09/2018
State Farm Insurance Marshall MI 02/2023 06/2023
State Farm Vp Management Corp Marshall MI 02/2023 06/2023
State Farm Investment Management Corp Marshall MI 02/2023 06/2023
State Farm Investment Management Corp Spring Arbor MI 07/2023 Present
State Farm Vp Management Corp Spring Arbor MI 07/2023 Present
Rob Cape Insurance Agency Spring Arbor MI 07/2023 Present
  • 12/2018 → 02/2023
    Paul Clark Insurance Agency
    Battle Creek, MI
  • 04/2022 → 02/2023
    State Farm Vp Management Corp
    Battle Creek, MI
  • 10/2018 → 11/2018
    Kp Insurance Agency
    Kalamazoo, MI
  • 07/2014 → 09/2018
    Heritage Chevrolet
    Battle Creek, MI
  • 02/2023 → 06/2023
    State Farm Insurance
    Marshall, MI
  • 02/2023 → 06/2023
    State Farm Vp Management Corp
    Marshall, MI
  • 02/2023 → 06/2023
    Marshall, MI
  • 07/2023 → Present
    Spring Arbor, MI
  • 07/2023 → Present
    State Farm Vp Management Corp
    Spring Arbor, MI
  • 07/2023 → Present
    Rob Cape Insurance Agency
    Spring Arbor, MI
Other Businesses

1) RLM Rentals LLC; investment-related; 12512 Park Hill Ln, Marshall, MI 49068; Residential rental housing; Owner; Sole owner/property manager; 01/28/2022; 4; 0; Collect rent, Maintain property. 2) Rob Cape Insurance Agency; Investment-related; 7880 Spring Arbor Rd, Spring Arbor, MI 49283; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-11
S63 Uniform Securities Agent State Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2022-10-11
  • S63 Uniform Securities Agent State Law Examination
    2022-04-01

View on SEC IAPD

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