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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 | 2023-03-07 |
Branch Locations
2840 Keller Springs Rd Ste 1203, Carrollton, TX 75006-4878 • United States
4654 S Colony Blvd Ste 100A, The Colony, TX 75056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rick Tanner Insurance Agency | The Colony | TX | 01/2024 | Present |
| State Farm Vp Management Corp | Carrollton | TX | 06/2026 | Present |
| State Farm Investment Management Corp | Carrollton | TX | 06/2026 | Present |
| Brent Holtz Insurance Agency | Carrollton | TX | 06/2026 | Present |
| Brent Holtz Insurance Agency | The Colony | TX | 05/2022 | Present |
| State Farm Vp Management Corp | The Colony | TX | 10/2022 | Present |
| Robyn Holtz Insurance Agency | The Colony | TX | 09/2022 | Present |
| United States Marine Corps | Fort Worth | TX | 05/2021 | 05/2022 |
| Art Brucks Insurance Agency | Burleson | TX | 12/2019 | 05/2021 |
| Ibrahim Sangare Insurance Agency | Sherman | TX | 07/2019 | 12/2019 |
| United States Marine Corps | Fort Worth | TX | 01/2019 | 07/2019 |
| Ibrahim Sangare Insurance Agency | Sherman | TX | 06/2018 | 01/2019 |
| Captel Service Specialists | Arlington | TX | 06/2017 | 06/2018 |
| Unemployed | Arlington | TX | 04/2017 | 06/2017 |
| Walmart Supercenter | Hurst | TX | 07/2016 | 04/2017 |
| State Farm Investment Management Corp | The Colony | TX | 03/2023 | Present |
1) Brent Holtz Insurance Agency; Investment-related; 4654 S Colony Blvd Ste 100A The Colony TX 75056-4148 and 2840 Keller Springs Rd Ste 1203 Carrollton, TX 75006-4878; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 5/11/2022; 80; 80; Service customers 2) Robyn Holtz Insurance Agency; Investment-related; 4654 S Colony Blvd Ste 100A The Colony TX 75056-4148; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 09/29/2022; 80; 80; Service customers 3) Rick Tanner Insurance Agency; NON-Investment related; 4654 S Colony Blvd Ste 100C The Colony, TX 75056; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 01/10/2024; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
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