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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 2023-03-23
  • FL RA
    APPROVED
    Since 2023-03-23

Branch Locations

6595 S Florida Ave, Suite 1, Lakeland, FL 33813 • 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
Jeff Gottesman Insurance Agency Philadelphia PA 09/2022 01/2023
Duncan France Insurance Agency Broomall PA 10/2020 01/2023
State Farm Vp Managment Corp Philadelphia PA 10/2022 01/2023
Charles Berrouet Insurance Agency Philadelphia PA 11/2018 09/2020
Longhorn Steakhouse Orlando FL 01/2015 11/2018
State Farm Vp Managment Corp Riverview FL 01/2023 06/2023
State Farm Insurance Riverview FL 01/2023 06/2023
State Farm Investment Management Corp Riverview FL 02/2023 06/2023
State Farm Investment Management Corp Lakeland FL 07/2023 Present
State Farm Vp Managment Corp Lakeland FL 07/2023 Present
Rachel Machin Insurance Agency Lakeland FL 07/2023 Present
  • 09/2022 → 01/2023
    Jeff Gottesman Insurance Agency
    Philadelphia, PA
  • 10/2020 → 01/2023
    Duncan France Insurance Agency
    Broomall, PA
  • 10/2022 → 01/2023
    State Farm Vp Managment Corp
    Philadelphia, PA
  • 11/2018 → 09/2020
    Charles Berrouet Insurance Agency
    Philadelphia, PA
  • 01/2015 → 11/2018
    Longhorn Steakhouse
    Orlando, FL
  • 01/2023 → 06/2023
    State Farm Vp Managment Corp
    Riverview, FL
  • 01/2023 → 06/2023
    State Farm Insurance
    Riverview, FL
  • 02/2023 → 06/2023
    Riverview, FL
  • 07/2023 → Present
    Lakeland, FL
  • 07/2023 → Present
    State Farm Vp Managment Corp
    Lakeland, FL
  • 07/2023 → Present
    Rachel Machin Insurance Agency
    Lakeland, FL
Other Businesses

1) Rachel Machin Insurance Agency; Investment-related; 6595 S Florida Ave, Suite 1, Lakeland, FL 33813; 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 2023-01-17
  • S65 Uniform Investment Adviser Law Examination
    2023-01-17

View on SEC IAPD

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