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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 | 2024-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mike Potter Insurance Agency | Boca Raton | FL | 09/2017 | 04/2024 |
| Ad Henderson | Boca Raton | FL | 05/2014 | 05/2017 |
| State Farm Vp Management Corp. | Boca Raton | FL | 01/2024 | 04/2024 |
| Robert Palmiotto Insurance Agency | Ft Lauderdale | FL | 01/2024 | 04/2024 |
| State Farm Vp Management Corp. | Ft Lauderdale | FL | 01/2024 | 04/2024 |
| West Coast Connections | South Lake Tahoe | CA | 05/2017 | 09/2017 |
| State Farm Insurance | Boca Raton | FL | 04/2024 | 09/2024 |
| State Farm Vp Management Corp | Boca Raton | FL | 04/2024 | 09/2024 |
| State Farm Investment Management Corp | Boca Raton | FL | 04/2024 | 09/2024 |
| Dan Cohen Insurance Agency | Margate | FL | 09/2024 | Present |
| State Farm Investment Management Corp | Margate | FL | 09/2024 | Present |
| State Farm Vp Management Corp | Margate | FL | 09/2024 | Present |
1) Dan Cohen's Insurance Agency; Investment-related; 1725 N State Rd 7 Margate, FL 33063; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-23 |
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