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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ultimate Home Lending, Llc | Eagle Mountain | UT | 03/2022 | 01/2024 |
| Beam Lending, Llc | Draper | UT | 09/2021 | 03/2022 |
| Altius Mortgage | Draper | UT | 08/2020 | 09/2021 |
| Prex Realty | Lehi | UT | 02/2022 | 12/2023 |
| Veritas Funding | Lehi | UT | 03/2020 | 08/2020 |
| Bill Coles State Farm | Lehi | UT | 08/2019 | 03/2020 |
| Dave Ellis State Farm | Riverton | UT | 01/2019 | 08/2019 |
| Business Promotion | American Fork | UT | 08/2018 | 01/2019 |
| Strongbrook/Limitless | Orem | UT | 08/2013 | 07/2018 |
| Ascent Roofing | South Jordan | UT | 01/2023 | 05/2023 |
| Bill Coles Insurance Agency | Lehi | UT | 05/2023 | 12/2024 |
| State Farm Vp Management Corp | Lehi | UT | 02/2024 | 05/2025 |
| State Farm Investment Management Corp | Lehi | UT | 12/2024 | 05/2025 |
| State Farm Insurance | Lehi | UT | 12/2024 | 05/2025 |
| John Marshall's Insurance Agency | Orem | UT | 05/2025 | Present |
| State Farm Vp Management Corp | Orem | UT | 05/2025 | Present |
| State Farm Investment Management Corp | Orem | UT | 05/2025 | Present |
1) John Marshall's Insurance Agency; Investment-related; 587 W 800 N Orem, UT 84057; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2025; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-28 |
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