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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chelsea Terry Insurance Agency | Plano | TX | 06/2021 | Present |
| At Home | Plano | TX | 02/2020 | 12/2020 |
| Sysco | Houston | TX | 06/2017 | 02/2020 |
| University Of Texas At Austin | Austin | TX | 08/2013 | 06/2017 |
| State Farm Vp Management Corp | Plano | TX | 06/2022 | Present |
| State Farm Insurance | Plano | TX | 01/2021 | 05/2021 |
| State Farm Investment Management Corp | Plano | TX | 04/2023 | Present |
1) Chelsea J Terry Insurance Agency; Investment-related; 3227 Independence Pkwy Plano, TX 75075; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-29 |
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