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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
Branch Locations
1531 Dale Mabry Hwy Suite 101, Lutz, FL 33548 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly Matz Insurance Agency | Wildwood | FL | 10/2023 | 07/2025 |
| Alorica | Lake Mary | FL | 01/2021 | 10/2023 |
| The Dave School | Orlando | FL | 07/2020 | 01/2021 |
| United States Marine Corps | Jacksonville | NC | 12/2010 | 05/2020 |
| State Farm Vp Management Corp. | Wildwood | FL | 12/2023 | 07/2025 |
| State Farm Investment Management Corp | Wildwood | FL | 05/2025 | 07/2025 |
| State Farm Investment Management Corp | Land O Lakes | FL | 07/2025 | Present |
| State Farm Vp Management Corp. | Land O Lakes | FL | 07/2025 | Present |
| State Farm Insurance | Land O Lakes | FL | 07/2025 | 12/2025 |
| Forrest Minx's Insurance Agency | Lutz | FL | 12/2025 | Present |
1) Forrest Minx's Insurance Agency; Investment-related; 1531 Dale Mabry Hwy Ste 101 Lutz, FL 33548; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2025; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-27 |
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