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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-28 |
Branch Locations
4679 State Highway 121 Ste 137, The Colony, TX 75056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Bloomington | IL | 09/2016 | 06/2019 |
| Nylife Securities Llc | Bloomington | IL | 10/2017 | 06/2019 |
| Avanti's Italian Restaurant | Bloomington | IL | 07/2013 | 12/2016 |
| Mutual Of Omaha Insurance Company | Bloomington | IL | 06/2019 | 04/2022 |
| Mutual Of Omaha Investor Services | Bloomington | IL | 06/2019 | 04/2022 |
| Robyn Holtz Insurance Agency | The Colony | TX | 04/2022 | Present |
| State Farm Vp Management Corp | The Colony | TX | 01/2024 | Present |
| Brent Holtz Insurance Agency | The Colony | TX | 01/2024 | Present |
| Rick Tanner Insurance Agency | The Colony | TX | 01/2024 | Present |
| State Farm Investment Management Corp | The Colony | TX | 01/2024 | Present |
1) Robyn Holtz's Insurance Agency; Investment-related; 4679 State Highway 121 Ste 137 The Colony TX 75056; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/31/2022; 80; 80; Service customers 2) Rick Tanner's Insurance Agency; non-investment-related; 4679 State Highway 121 Ste 137 The Colony 75056; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/31/2022; 80; 80; Service customers 3) Brent Holtz's Insurance Agency; Investment-related; 4679 State Highway 121 Ste 137 The Colony TX 75056; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/31/2022; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-23 |
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