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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-23 |
Branch Locations
642 Missouri Ave, Saint Robert, MO 65584 • United States
629 W Elm St, Lebanon, MO 65536-3527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 07/2024 | 06/2025 |
| Navy Federal Credit Union | Saint Robert | MO | 11/2023 | 01/2024 |
| The Exchange Px | Saint Robert | MO | 03/2021 | 11/2023 |
| Lightspeed Pos | Killeen | TX | 04/2020 | 08/2020 |
| Verison Wierless | Ceader Park | TX | 01/2020 | 04/2020 |
| Spot On | Denver | CO | 01/2019 | 01/2020 |
| Tsys | Denver | CO | 01/2018 | 01/2019 |
| Worldpay | Denver | CO | 01/2017 | 01/2018 |
| Verizon Wierless | Denver | CO | 01/2012 | 01/2017 |
| Unemployed | Killeen | TX | 08/2020 | 03/2021 |
| Unemployed | Saint Robert | MO | 01/2024 | 07/2024 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 06/2025 | 08/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 06/2025 | 08/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 06/2025 | 08/2025 |
| Carey Heitman Insurance Agency | Saint Robert | MO | 09/2025 | Present |
| State Farm Vp Management Corp | Saint Robert | MO | 12/2025 | Present |
| State Farm Vp Management Corp | Lebanon | MO | 12/2025 | Present |
| State Farm Investment Management Corp | Lebanon | MO | 12/2025 | Present |
| State Farm Investment Management Corp | Saint Robert | MO | 12/2025 | Present |
| Carey Heitman Insurance Agency | Lebanon | MO | 08/2025 | Present |
1) Carey Heitman's Insurance Agency; Investment-related; 642 Missouri Ave Saint Robert, MO 65584-4684 and 629 W Elm St Lebanon, MO 65536-3527; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 08/26/2025; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
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