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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
OH RA APPROVED 2024-10-21
  • OH RA
    APPROVED
    Since 2024-10-21

Branch Locations

1180 N Main St Suite 4, Bowling Green, OH 43402 • United States

4802 N Summit Street, Toledo, OH 43611 • United States

200 S Main St, Fostoria, OH 44830 • 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
Lance Wood Insurance Agency Bowling Green OH 12/2022 Present
Scott Wood Insurance Agency Toledo OH 12/2022 Present
State Farm Vp Management Corp. Toledo OH 01/2024 Present
State Farm Sylvania OH 11/2019 12/2022
Farmers And Merchants State Bank Archbold OH 08/2017 11/2019
Huntington University Huntington IN 08/2013 06/2017
State Farm Vp Management Corp. Bowling Green OH 01/2024 Present
State Farm Vp Management Corp. Fostoria OH 01/2024 Present
Lance Wood Insurance Agency Fostoria OH 12/2022 Present
State Farm Investment Management Corp Toledo OH 10/2024 Present
State Farm Investment Management Corp Bowling Green OH 10/2024 Present
State Farm Investment Management Corp Fostoria OH 10/2024 Present
  • 12/2022 → Present
    Lance Wood Insurance Agency
    Bowling Green, OH
  • 12/2022 → Present
    Scott Wood Insurance Agency
    Toledo, OH
  • 01/2024 → Present
    State Farm Vp Management Corp.
    Toledo, OH
  • 11/2019 → 12/2022
    State Farm
    Sylvania, OH
  • 08/2017 → 11/2019
    Farmers And Merchants State Bank
    Archbold, OH
  • 08/2013 → 06/2017
    Huntington University
    Huntington, IN
  • 01/2024 → Present
    State Farm Vp Management Corp.
    Bowling Green, OH
  • 01/2024 → Present
    State Farm Vp Management Corp.
    Fostoria, OH
  • 12/2022 → Present
    Lance Wood Insurance Agency
    Fostoria, OH
  • 10/2024 → Present
    Toledo, OH
  • 10/2024 → Present
    Bowling Green, OH
  • 10/2024 → Present
    Fostoria, OH
Other Businesses

1) Lance Wood's Insurance Agency; Investment-related; 1180 N Main St Ste 4 Bowling Green OH 43402 and 200 S Main St Fostoria, OH 44830; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/19/2022; 80; 80; Service customers 2) Scott Wood's Insurance Agency; non-investment-related; 4802 N Summit St Toledo OH 43611; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/19/2022; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-14
S63 Uniform Securities Agent State Law Examination 2024-03-19
  • S65 Uniform Investment Adviser Law Examination
    2024-10-14
  • S63 Uniform Securities Agent State Law Examination
    2024-03-19

View on SEC IAPD

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