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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
AZ RA APPROVED 2026-07-17
NE RA APPROVED 2026-07-15
KS RA APPROVED 2024-08-20
CO RA APPROVED 2024-04-10
  • AZ RA
    APPROVED
    Since 2026-07-17
  • NE RA
    APPROVED
    Since 2026-07-15
  • KS RA
    APPROVED
    Since 2024-08-20
  • CO RA
    APPROVED
    Since 2024-04-10

Branch Locations

417 14Th Street, Burlington, CO 80807 • 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
State Farm Insurance Burlington CO 04/2024 09/2024
Winfrey, County & Hays, Pc Burlington CO 01/2022 04/2024
Unemployed Burlington CO 08/2016 01/2022
State Farm Vp Management Corp. Burlington CO 04/2024 Present
State Farm Investment Management Corp Burlington CO 04/2024 Present
Candice Schaal Insurance Agency Burlington CO 09/2024 Present
  • 04/2024 → 09/2024
    State Farm Insurance
    Burlington, CO
  • 01/2022 → 04/2024
    Winfrey, County & Hays, Pc
    Burlington, CO
  • 08/2016 → 01/2022
    Unemployed
    Burlington, CO
  • 04/2024 → Present
    State Farm Vp Management Corp.
    Burlington, CO
  • 04/2024 → Present
    Burlington, CO
  • 09/2024 → Present
    Candice Schaal Insurance Agency
    Burlington, CO
Other Businesses

1) Candice Schaal Insurance Agency; Investment-related; 417 14th St Burlington, CO 80807; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2024; 80; 80; Service customers and supervise employees 2) Burlington Child Care Center; non-investment-related; 252 S 14th Street, Burlington, CO 80807; Civic organization; Board Member/Secretary; 08/24/2023; 4;4; review bank statements, control of checkbook.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-28
S65 Uniform Investment Adviser Law Examination 2024-03-12
  • S63 Uniform Securities Agent State Law Examination
    2024-08-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-12
Other Names
  • Candice Lea Berry

View on SEC IAPD

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