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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-08-12
  • MT RA
    APPROVED
    Since 2026-08-12

Branch Locations

15 Discovery Dr, Butte, MT 59701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1998 → 08/2021
    Taco Johns
    Butte, MT
  • 05/2021 → 10/2022
    New York Life Insurance Co
    Butte, MT
  • 05/2022 → 10/2022
    Nylife Securities Llc
    Butte, MT
  • 04/2023 → 05/2023
    Russell Cellular
    Butte, MT
  • 11/2022 → 02/2023
    Rachelle Mcmillan Agency Farmers Insurance
    Butte, MT
  • 05/2023 → Present
    Leo Mccarthy Insurance Agency
    Butte, MT
  • 09/2023 → Present
    State Farm Vp Management Corp.
    Butte, MT
  • 11/2025 → Present
    Butte, MT
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
S63 Uniform Securities Agent State Law Examination 2022-06-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11
  • S63 Uniform Securities Agent State Law Examination
    2022-06-21
Other Names
  • Jim Manning
  • James J Manning

View on SEC IAPD

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