Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-04-12
MI RA APPROVED 2024-01-09
OH RA APPROVED 2023-05-01
  • IN RA
    APPROVED
    Since 2024-04-12
  • MI RA
    APPROVED
    Since 2024-01-09
  • OH RA
    APPROVED
    Since 2023-05-01

Branch Locations

3165 Navarre Ave. Suite 4, Oregon, OH 43616 • 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
State Farm Insurance Ottawa Hills OH 03/2023 10/2023
State Farm Vp Management Corp. Ottawa Hills OH 03/2023 10/2023
Assured Partners Vernon Hills IL 06/2020 03/2023
Rand-Tec Insurance Agency Vernon Hills IL 01/2010 06/2020
State Farm Investment Management Corp Ottawa Hills OH 04/2023 10/2023
Brian Davis Insurance Agency Oregon OH 10/2023 Present
State Farm Investment Management Corp Oregon OH 10/2023 Present
State Farm Vp Management Corp. Oregon OH 10/2023 Present
  • 03/2023 → 10/2023
    State Farm Insurance
    Ottawa Hills, OH
  • 03/2023 → 10/2023
    State Farm Vp Management Corp.
    Ottawa Hills, OH
  • 06/2020 → 03/2023
    Assured Partners
    Vernon Hills, IL
  • 01/2010 → 06/2020
    Rand-Tec Insurance Agency
    Vernon Hills, IL
  • 04/2023 → 10/2023
    Ottawa Hills, OH
  • 10/2023 → Present
    Brian Davis Insurance Agency
    Oregon, OH
  • 10/2023 → Present
    Oregon, OH
  • 10/2023 → Present
    State Farm Vp Management Corp.
    Oregon, OH
Other Businesses

1) Brian Davis's Insurance Agency; Investment-related; 3165 Navarre Ave. Suite 4 Oregon OH 43616; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;10/01/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2023-04-11
  • S65 Uniform Investment Adviser Law Examination
    2023-04-21
  • S63 Uniform Securities Agent State Law Examination
    2023-04-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oregon, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor