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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
VA RA APPROVED 2024-03-05
PA RA APPROVED 2023-06-12
WV RA APPROVED 2023-04-03
MD RA APPROVED 2023-03-28
  • VA RA
    APPROVED
    Since 2024-03-05
  • PA RA
    APPROVED
    Since 2023-06-12
  • WV RA
    APPROVED
    Since 2023-04-03
  • MD RA
    APPROVED
    Since 2023-03-28

Branch Locations

1700 Garden View Dr Ste A, Cumberland, MD 21502 • 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
Mineral County Schools Keyser WV 07/2011 04/2022
State Farm Vp Management Corp Richardson TX 01/2023 08/2023
State Farm Insurance Richardson TX 01/2023 08/2023
Blue Line Design And Landscape Center Cumberland MD 04/2022 01/2023
State Farm Investment Management Corp Fort Ashby WV 03/2023 08/2023
State Farm Investment Management Corp Cumberland MD 08/2023 Present
State Farm Vp Management Corp Cumberland MD 08/2023 Present
Julie Mcbee Insurance Agency Cumberland MD 08/2023 Present
  • 07/2011 → 04/2022
    Mineral County Schools
    Keyser, WV
  • 01/2023 → 08/2023
    State Farm Vp Management Corp
    Richardson, TX
  • 01/2023 → 08/2023
    State Farm Insurance
    Richardson, TX
  • 04/2022 → 01/2023
    Blue Line Design And Landscape Center
    Cumberland, MD
  • 03/2023 → 08/2023
    Fort Ashby, WV
  • 08/2023 → Present
    Cumberland, MD
  • 08/2023 → Present
    State Farm Vp Management Corp
    Cumberland, MD
  • 08/2023 → Present
    Julie Mcbee Insurance Agency
    Cumberland, MD
Other Businesses

1) Julie McBee Insurance Agency; Investment-related; 1700 Garden View Dr Ste A Cumberland, MD 21502; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-04
S65 Uniform Investment Adviser Law Examination 2023-03-16
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
  • S65 Uniform Investment Adviser Law Examination
    2023-03-16
Other Names
  • Julie Ann Mckenzie
  • Julie Ann Gary

View on SEC IAPD

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