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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 | 2025-04-04 |
| SC | RA | APPROVED | 2024-11-20 |
| GA | RA | APPROVED | 2024-11-15 |
Branch Locations
127 Church St Ne, Marietta, GA 30060-8637 • United States
6095 Pine Mtn Rd Nw Ste 101, Kennesaw, GA 30152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 11/2014 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2014 | 05/2022 |
| Lpl Financial Llc | Atlanta | GA | 05/2022 | 04/2023 |
| State Farm Vp Management Corp | Kennesaw | GA | 05/2023 | Present |
| Rick Mottern Insurance Agency | Kennesaw | GA | 03/2023 | Present |
| State Farm Investment Management Corp | Kennesaw | GA | 11/2024 | Present |
| State Farm Investment Management Corp | Marietta | GA | 12/2025 | Present |
| State Farm Vp Management Corp | Marietta | GA | 12/2025 | Present |
| Rick Mottern Insurance Agency | Marietta | GA | 12/2025 | Present |
1) Rick Mottern Insurance Agency; Investment-related; 6095 Pine Mtn Rd NW Ste 101 Kennesaw GA 30152 and 127 Church St NE, Marietta, GA 30060-8637; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/31/2023; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-29 |
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