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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
NC RA APPROVED 2025-07-11
OH RA APPROVED 2022-12-22
  • NC RA
    APPROVED
    Since 2025-07-11
  • OH RA
    APPROVED
    Since 2022-12-22

Branch Locations

157 S Main St, Centerville, OH 45458 • 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
State Farm Insurance Lebanon OH 06/2022 08/2022
Chick-Fil-A Washington Twp OH 08/2021 12/2021
Lifehouse Church Lebanon OH 08/1998 08/2021
Unemployed Lebanon OH 01/2022 06/2022
State Farm Vp Management Corp. Lebanon OH 06/2022 08/2022
State Farm Insurance Lebanon OH 12/2022 04/2023
State Farm Vp Managment Corp Lebanon OH 12/2022 04/2023
State Farm Investment Management Corp Lebanon OH 12/2022 04/2023
Unemployed Lebanon OH 08/2022 12/2022
State Farm Vp Managment Corp Centerville OH 05/2023 Present
State Farm Investment Management Corp Centerville OH 05/2023 Present
Tim Mckenzie Insurance Agency Centerville OH 05/2023 Present
  • 06/2022 → 08/2022
    State Farm Insurance
    Lebanon, OH
  • 08/2021 → 12/2021
    Chick-Fil-A
    Washington Twp, OH
  • 08/1998 → 08/2021
    Lifehouse Church
    Lebanon, OH
  • 01/2022 → 06/2022
    Unemployed
    Lebanon, OH
  • 06/2022 → 08/2022
    State Farm Vp Management Corp.
    Lebanon, OH
  • 12/2022 → 04/2023
    State Farm Insurance
    Lebanon, OH
  • 12/2022 → 04/2023
    State Farm Vp Managment Corp
    Lebanon, OH
  • 12/2022 → 04/2023
    Lebanon, OH
  • 08/2022 → 12/2022
    Unemployed
    Lebanon, OH
  • 05/2023 → Present
    State Farm Vp Managment Corp
    Centerville, OH
  • 05/2023 → Present
    Centerville, OH
  • 05/2023 → Present
    Tim Mckenzie Insurance Agency
    Centerville, OH
Other Businesses

1) Tim McKenzie's Insurance Agency; Investment-related; 157 S Main St Centerville, OH 45458; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08

View on SEC IAPD

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