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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
AL RA APPROVED 2023-05-15
  • AL RA
    APPROVED
    Since 2023-05-15

Branch Locations

1409 Gilmer Ave Unit 1, Tallassee, AL 36078 • 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 Vp Management Corp Tallassee AL 10/2022 Present
Logan Steers Insurance Agency Tallassee AL 09/2019 Present
State Farm Insurance Birmingham AL 06/2019 09/2019
Logan Deen Insurance Agency Birmingham AL 08/2017 06/2019
Scott Holley Insurance Agency Auburn AL 12/2016 05/2017
Auburn University Auburn AL 08/2013 08/2017
State Farm Investment Management Corp Tallassee AL 05/2023 Present
  • 10/2022 → Present
    State Farm Vp Management Corp
    Tallassee, AL
  • 09/2019 → Present
    Logan Steers Insurance Agency
    Tallassee, AL
  • 06/2019 → 09/2019
    State Farm Insurance
    Birmingham, AL
  • 08/2017 → 06/2019
    Logan Deen Insurance Agency
    Birmingham, AL
  • 12/2016 → 05/2017
    Scott Holley Insurance Agency
    Auburn, AL
  • 08/2013 → 08/2017
    Auburn University
    Auburn, AL
  • 05/2023 → Present
    Tallassee, AL
Other Businesses

1) Logan Steers Insurance Agency; Investment-related; 1409 Gilmer Ave, Unit 1, Tallassee, AL 36078-2321; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2019; 80; 80; Service customers and supervise employees 2) ATLA Investments LLC; Investment-related; 99 Hunters Rdg, Tallassee, AL 36078; Investment or Commercial Property; Owner; no title; 11/01/21; 0; 0; Partial owner of strip center where State Farm Agency office is located. Units are rented out and provide compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-03
S63 Uniform Securities Agent State Law Examination 2023-01-27
  • S65 Uniform Investment Adviser Law Examination
    2023-05-03
  • S63 Uniform Securities Agent State Law Examination
    2023-01-27

View on SEC IAPD

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