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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
SD RA APPROVED 2024-04-02
MN RA APPROVED 2024-03-29
NE RA APPROVED 2024-03-29
IA RA APPROVED 2023-10-05
  • SD RA
    APPROVED
    Since 2024-04-02
  • MN RA
    APPROVED
    Since 2024-03-29
  • NE RA
    APPROVED
    Since 2024-03-29
  • IA RA
    APPROVED
    Since 2023-10-05

Branch Locations

101 N Runger Suite D, Sheldon, IA 51201 • 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
Bakemark Usa, Llc Grand Prairie TX 04/2022 06/2023
Coveredbygrace, Llc Dba Smallcakes: A Cupcakery & Creamery Stillwater OK 08/2015 Present
State Farm Insurance Stillwater OK 10/2023 03/2024
State Farm Vp Management Corp. Stillwater OK 10/2023 03/2024
State Farm Investment Management Corp Stillwater OK 10/2023 03/2024
Nicholas Keen's Insurance Agency Sheldon IA 03/2024 Present
State Farm Investment Management Corp Shldon IA 03/2024 Present
State Farm Vp Management Corp Sheldon IA 03/2024 Present
  • 04/2022 → 06/2023
    Bakemark Usa, Llc
    Grand Prairie, TX
  • 08/2015 → Present
    Coveredbygrace, Llc Dba Smallcakes: A Cupcakery & Creamery
    Stillwater, OK
  • 10/2023 → 03/2024
    State Farm Insurance
    Stillwater, OK
  • 10/2023 → 03/2024
    State Farm Vp Management Corp.
    Stillwater, OK
  • 10/2023 → 03/2024
    Stillwater, OK
  • 03/2024 → Present
    Nicholas Keen's Insurance Agency
    Sheldon, IA
  • 03/2024 → Present
    Shldon, IA
  • 03/2024 → Present
    State Farm Vp Management Corp
    Sheldon, IA
Other Businesses

1) Nicholas Keen's Insurance Agency; Investment-related; 101 N Runger Ste D Sheldon, IA 51201; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-30
S63 Uniform Securities Agent State Law Examination 2023-07-24
  • S65 Uniform Investment Adviser Law Examination
    2023-08-30
  • S63 Uniform Securities Agent State Law Examination
    2023-07-24

View on SEC IAPD

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