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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patty Osborn Insurance Agency | Grand Rapids | MI | 02/2021 | Present |
| State Farm Vp Management Corp | Grand Rapids | MI | 09/2020 | Present |
| Robert Mcdougall Insurance Agency | Grand Rapids | MI | 07/2020 | 09/2020 |
| Sara Ocampo Insurance Agency | Grand Rapids | MI | 11/2015 | 07/2020 |
| State Farm Investment Management Corp | Grand Rapids | MI | 09/2023 | Present |
1) Patricia Osborn's Insurance Agency; Investment-related; Address of Agent's office; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2021; 80; 80; Service customers and supervise employees 2) Michigan Agency Resource Group; Non-Investment-Related; 1350 E West Maple RD STE 10 Walled Lake, MI 48390; Education; Officer; Treasurer; 06/01/2025; 6; 0; Collecting payment and tracking expenses for the organization. Reviewing monthly statements - approving disbursements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-29 |
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