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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
IA RA APPROVED 2024-02-23
  • IA RA
    APPROVED
    Since 2024-02-23

Branch Locations

625 1St Ave Se Suite C, Cedar Rapids, IA 52401 • 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
Iowa City Wine, Llc Coralville IA 08/2022 Present
Doorway To College Foundation Inc. North Liberty IA 11/2017 01/2024
Michigan Air National Guard Battle Creek MI 02/2016 04/2020
Act, Inc. Iowa City IA 07/2015 04/2017
State Farm Insurance Coralville IA 01/2024 08/2024
State Farm Vp Management Corp. Coralville IA 01/2024 08/2024
Kelsey Foster's Insurance Agency Cedar Rapids IA 08/2024 Present
State Farm Investment Management Corp Cedar Rapids IA 08/2024 Present
State Farm Vp Management Corp Cedar Rapids IA 08/2024 Present
  • 08/2022 → Present
    Iowa City Wine, Llc
    Coralville, IA
  • 11/2017 → 01/2024
    Doorway To College Foundation Inc.
    North Liberty, IA
  • 02/2016 → 04/2020
    Michigan Air National Guard
    Battle Creek, MI
  • 07/2015 → 04/2017
    Act, Inc.
    Iowa City, IA
  • 01/2024 → 08/2024
    State Farm Insurance
    Coralville, IA
  • 01/2024 → 08/2024
    State Farm Vp Management Corp.
    Coralville, IA
  • 08/2024 → Present
    Kelsey Foster's Insurance Agency
    Cedar Rapids, IA
  • 08/2024 → Present
    Cedar Rapids, IA
  • 08/2024 → Present
    State Farm Vp Management Corp
    Cedar Rapids, IA
Other Businesses

1) Kelsey Foster's Insurance Agency; Investment-related; 625 1st Ave SE Suite C Cedar Rapids, IA 52401; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2024; 80; 80; Service customers and supervise employees 2) Iowa City Wine LLC DBA WineStyles; non-investment-related; 1831 Timber Hills Dr Coralville IA 52241; retail; owner; owner; 04/01/2023; 40; 0; lending/borrowing activities, control of the checkbook, review bank statements, make deposits in the checking account, pay bills/co-signor on checking account, Wine, beer, and accessories retail, and restaurant.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2024-02-08
  • S65 Uniform Investment Adviser Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2024-02-08

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