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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
| MS | RA | APPROVED | 2024-02-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Brandon James Insurance Agency | Biloxi | MS | 12/2019 | 08/2024 |
| Telesouth Communications Inc | Gulfport | MS | 10/2019 | 12/2019 |
| Harrahs Gulf Coast | Biloxi | MS | 06/2019 | 10/2020 |
| Outback Steakhouse | Burleson | TX | 09/2011 | 06/2019 |
| State Farm Vp Management Corp | Biloxi | MS | 02/2023 | 08/2024 |
| State Farm Investment Management Corp | Biloxi | MS | 12/2023 | 08/2024 |
| State Farm Investment Management Corp | Winter Haven | FL | 08/2024 | 12/2024 |
| State Farm Vp Management Corp | Winter Haven | FL | 08/2024 | 12/2024 |
| State Farm Insurance | Winter Haven | FL | 08/2024 | 12/2024 |
| Bethany Bell Insurance Agency | Venice | FL | 01/2025 | Present |
| State Farm Investment Management Corp | Venice | FL | 01/2025 | Present |
| State Farm Vp Management Corp | Venice | FL | 01/2025 | Present |
1) Bethany Bell Insurance Agency; Investment-related; 2269 S Tamiami Trl Ste B4 Venice, FL 34293-5066; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/25; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
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