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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
FL RA APPROVED 2025-08-26
  • FL RA
    APPROVED
    Since 2025-08-26

Branch Locations

575 S Hercules Ave Suite 604, Clearwater, FL 33764 • 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
Rett Rutland Insurance Agency Rock Hill SC 07/2021 08/2024
Jeremy Anderson Insurance Agency Columbia SC 05/2020 05/2021
Suntecktts Jacksonville FL 06/2019 08/2019
Augusta National Golf Club Augusta GA 03/2018 04/2022
Julington Creek Golf Club Saint Johns FL 05/2017 08/2018
Student, Not Working Saint Johns FL 06/2011 05/2017
Katherine Jones Insurance Agency Clearwater FL 08/2024 Present
State Farm Vp Management Corp Clearwater FL 08/2024 Present
State Farm Investment Management Corp Clearwater FL 07/2025 Present
  • 07/2021 → 08/2024
    Rett Rutland Insurance Agency
    Rock Hill, SC
  • 05/2020 → 05/2021
    Jeremy Anderson Insurance Agency
    Columbia, SC
  • 06/2019 → 08/2019
    Suntecktts
    Jacksonville, FL
  • 03/2018 → 04/2022
    Augusta National Golf Club
    Augusta, GA
  • 05/2017 → 08/2018
    Julington Creek Golf Club
    Saint Johns, FL
  • 06/2011 → 05/2017
    Student, Not Working
    Saint Johns, FL
  • 08/2024 → Present
    Katherine Jones Insurance Agency
    Clearwater, FL
  • 08/2024 → Present
    State Farm Vp Management Corp
    Clearwater, FL
  • 07/2025 → Present
    Clearwater, FL
Other Businesses

1) Katherine Jones' Insurance Agency; Investment-related; 575 S Hercules Ave Ste 604 Clearwater, FL 33764; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 08/2024; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
S63 Uniform Securities Agent State Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25
  • S63 Uniform Securities Agent State Law Examination
    2022-11-21

View on SEC IAPD

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