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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
AZ RA APPROVED 2024-05-24
NV RA APPROVED 2024-05-20
CO RA APPROVED 2024-05-10
UT RA APPROVED 2023-10-10
  • AZ RA
    APPROVED
    Since 2024-05-24
  • NV RA
    APPROVED
    Since 2024-05-20
  • CO RA
    APPROVED
    Since 2024-05-10
  • UT RA
    APPROVED
    Since 2023-10-10

Branch Locations

Washington, UT • United States

720 S River Rd Suite E104, Saint George, UT 84790 • 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
Keybank Salt Lake City UT 08/2017 05/2018
Timberline Mortgage Richfield UT 11/2016 08/2017
State Farm Insurance Richfield UT 05/2016 11/2016
Key Investment Services Salt Lake City UT 12/2017 05/2018
Zions Bank Salt Lake City UT 05/2018 12/2021
Bridge Investment Group Sandy UT 12/2021 09/2023
State Farm Insurance Washington UT 09/2023 04/2024
State Farm Vp Management Corp. Washington UT 09/2023 04/2024
State Farm Investment Management Corp Washington UT 09/2023 04/2024
Trevor Brown Insurance Agency Saint George UT 04/2024 Present
State Farm Investment Management Corp Saint George UT 04/2024 Present
State Farm Vp Management Corp. Saint George UT 04/2024 Present
  • 08/2017 → 05/2018
    Keybank
    Salt Lake City, UT
  • 11/2016 → 08/2017
    Timberline Mortgage
    Richfield, UT
  • 05/2016 → 11/2016
    State Farm Insurance
    Richfield, UT
  • 12/2017 → 05/2018
    Key Investment Services
    Salt Lake City, UT
  • 05/2018 → 12/2021
    Zions Bank
    Salt Lake City, UT
  • 12/2021 → 09/2023
    Bridge Investment Group
    Sandy, UT
  • 09/2023 → 04/2024
    State Farm Insurance
    Washington, UT
  • 09/2023 → 04/2024
    State Farm Vp Management Corp.
    Washington, UT
  • 09/2023 → 04/2024
    Washington, UT
  • 04/2024 → Present
    Trevor Brown Insurance Agency
    Saint George, UT
  • 04/2024 → Present
    Saint George, UT
  • 04/2024 → Present
    State Farm Vp Management Corp.
    Saint George, UT
Other Businesses

1) Trevor Brown's Insurance Agency; Investment-related; 720 S River Rd Ste E104 Saint George, UT 84790; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-06
S63 Uniform Securities Agent State Law Examination 2023-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-10-06
  • S63 Uniform Securities Agent State Law Examination
    2023-08-26

View on SEC IAPD

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