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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-11-27 |
| PA | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED | 2023-11-27 |
| IL | RA | APPROVED | 2023-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeff Burtis Insurance Agency | Peoria | IL | 07/2020 | Present |
| Hyster-Yale | Danville | IL | 05/2019 | 07/2020 |
| State Farm Vp Management Corp. | Peoria | IL | 02/2023 | Present |
| Evergreen Racquet Club | Bloomington | IL | 09/2017 | 05/2019 |
| Bloomington Country Club | Bloomington | IL | 06/2018 | 07/2018 |
| Illinois State University | Bloomington | IL | 08/2016 | 04/2018 |
| Heartland Community College | Bloomington | IL | 08/2018 | 04/2019 |
| Karen Michaels Insurance Agency | North East | MD | 07/2020 | Present |
| State Farm Investment Management Corp | Peoria | IL | 08/2023 | Present |
1) Jeff Burtis' Insurance Agency; Investment-related; 604 E War Memorial Drive Peoria IL 61614; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 06/26/2020; 80; 80; Service customers 2) Karen Michaels' Insurance Agency; Investment-related; 2280 Pulaski Hwy Northeast, MD, USA, 21901; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 06/26/2020; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-15 |
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