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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
TX RA APPROVED 2024-01-28
  • TX RA
    APPROVED
    Since 2024-01-28

Branch Locations

4679 State Highway 121 Ste 137, The Colony, TX 75056 • 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
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
  • 09/2016 → 06/2019
    New York Life Insurance Co
    Bloomington, IL
  • 10/2017 → 06/2019
    Nylife Securities Llc
    Bloomington, IL
  • 07/2013 → 12/2016
    Avanti's Italian Restaurant
    Bloomington, IL
  • 06/2019 → 04/2022
    Mutual Of Omaha Insurance Company
    Bloomington, IL
  • 06/2019 → 04/2022
    Mutual Of Omaha Investor Services
    Bloomington, IL
  • 04/2022 → Present
    Robyn Holtz Insurance Agency
    The Colony, TX
  • 01/2024 → 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
    The Colony, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-07
S63 Uniform Securities Agent State Law Examination 2018-07-23
  • S65 Uniform Investment Adviser Law Examination
    2020-07-07
  • S63 Uniform Securities Agent State Law Examination
    2018-07-23
Other Names
  • Shaffer Charles Sallade
  • Shaffer C Sallade

View on SEC IAPD

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