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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taco Johns | Butte | MT | 09/1998 | 08/2021 |
| New York Life Insurance Co | Butte | MT | 05/2021 | 10/2022 |
| Nylife Securities Llc | Butte | MT | 05/2022 | 10/2022 |
| Russell Cellular | Butte | MT | 04/2023 | 05/2023 |
| Rachelle Mcmillan Agency Farmers Insurance | Butte | MT | 11/2022 | 02/2023 |
| Leo Mccarthy Insurance Agency | Butte | MT | 05/2023 | Present |
| State Farm Vp Management Corp. | Butte | MT | 09/2023 | Present |
| State Farm Investment Management Corp | Butte | MT | 11/2025 | Present |
1. Butte York Rite Bodies; Masonic Body that supports local charites; 314 w Park Street Butte Mt 59701; Start Date: 11/2019; Role/Title: Officer; Not investment related; 2 hours per month; 0 hours per month during securities trading hours; Treasury and Secretary take minutes and pay bills] 2. Butte Silver Bow Crimestoppers; Non Profit that works with local law enforcement to help generate leads to arrest and conviction of suspected criminals; 225 N Alaska Butte Mt,59701; Start Date: 4/2003; Role/Title: Board Member; Not investment related; 2 hours per month; 1 hour per month during securities trading hours; conduct meetings 3. Leo McCarthy's Insurance Agency; Investment-related; 15 Discovery Dr Butte, MT 59701; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/09/2023; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-21 |
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