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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-18 |
| CO | RA | APPROVED | 2025-06-05 |
Branch Locations
384 Inverness Pkwy Ste 160, Englewood, CO 80112 • United States
10264 Dransfeldt Pl Suite 133, Parker, CO 80134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Colorado Springs | CO | 04/2022 | 11/2022 |
| Wells Fargo | Colorado Springs | CO | 02/2021 | 03/2022 |
| Ulta Beauty | Colorado Springs | CO | 05/2019 | 05/2019 |
| Ssi Venture, Llc | Colorado Springs | CO | 08/2018 | 02/2019 |
| Tuesday Morning | Colorado Springs | CO | 09/2017 | 04/2018 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2016 | 05/2017 |
| Unemployed | Colorado Springs | CO | 05/2017 | 08/2017 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 08/2017 | 05/2018 |
| Unemployed | Colorado Springs | CO | 05/2018 | 08/2018 |
| Pikes Peak Community College | Colorado Springs | CO | 08/2018 | 05/2020 |
| Unemployed | Colorado Springs | CO | 05/2020 | 02/2021 |
| Unemployed | Colorado Springs | CO | 03/2022 | 04/2022 |
| Fidelity Investments | Denver | CO | 11/2022 | 11/2024 |
| Keybank Na | Parker | CO | 12/2024 | 02/2025 |
| Key Investment Services | Brooklyn | OH | 12/2024 | 02/2025 |
| Travis Henderson's Insurance Agency | Englewood | CO | 05/2025 | 05/2026 |
| Unemployed | Denver | CO | 02/2025 | 05/2025 |
| State Farm Investment Management Corp | Englewood | CO | 06/2025 | Present |
| State Farm Vp Management Corp | Englewood | CO | 06/2025 | Present |
| Chad Carlisle's Insurance Agency | Englewood | CO | 05/2026 | Present |
1) Chad Carlisle's Insurance Agency; Investment-related; 10264 Dransfeldt Pl Ste 133 Parker, CO 80134; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 4/30/2026; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
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