Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-17 |
| WA | RA | APPROVED | 2024-08-09 |
| OR | RA | APPROVED | 2023-12-12 |
Branch Locations
2233 Willamette St Building C, Eugene, OR 97405 • 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 |
|---|---|---|---|---|
| Jim Kuhlman Insurance Agency | Corvallis | OR | 09/2018 | 03/2024 |
| Jim Kuhlman Insurance Agency | Lebanon | OR | 06/2022 | 03/2024 |
| State Farm Vp Management Corp | Lebanon | OR | 01/2023 | 03/2024 |
| State Farm Vp Management Corp | Corvallis | OR | 01/2023 | 03/2024 |
| Power Auto Group | Corvallis | OR | 05/2018 | 09/2018 |
| Unemployed | Corvallis | OR | 03/2018 | 05/2018 |
| Planet Cdjrf | Flagstaff | AZ | 12/2016 | 03/2018 |
| Oxendale Hyundai | Flagstaff | AZ | 06/2016 | 12/2016 |
| State Farm Investment Management Corp | Lebanon | OR | 12/2023 | 03/2024 |
| State Farm Investment Management Corp | Corvallis | OR | 12/2023 | 03/2024 |
| State Farm Vp Management Corp | Albany | OR | 03/2024 | 08/2024 |
| State Farm Investment Management Corp | Albany | OR | 03/2024 | 08/2024 |
| State Farm Insurance | Albany | OR | 03/2024 | 08/2024 |
| Katie Carl Insurance Agency | Eugene | OR | 08/2024 | Present |
| State Farm Investment Management Corp | Eugene | OR | 08/2024 | Present |
| State Farm Vp Management Corp | Eugene | OR | 08/2024 | Present |
1) Katie Carl Insurance Agency; Investment-related; 2233 Willamette St Bdg C Eugene, OR 97405; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2024; 80; 80; Service customers and supervise employees 2) Mary K Carl - Property #1 (Personally Held Real Estate); investment-related; 915 Ermine St Albany, OR 97322; Investment or Commercial Property; Owner; none; 1/15/2022; 1; 0; Duties: Personally Held Real Estate 3) Mary K Carl - Property #3 (Personally Held Real Estate); investment-related; 1053 B Loop Lebanon, OR 97355; Investment or Commercial Property; Owner; none; 8/1/2020; 1; 0; Duties: Personally Held Real Estate 4) Mary K Carl - Property #4 (Personally Held Real Estate); investment-related; 1908 Bobcat Ave SW Albany, OR 97321; Investment or Commercial Property; Owner; none; 2/1/2023; 1; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-02 |
Reach out to this advisor