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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 2024-07-03
MO RA APPROVED 2024-06-06
  • IA RA
    APPROVED
    Since 2024-07-03
  • MO RA
    APPROVED
    Since 2024-06-06

Branch Locations

Osceola, IA • United States

105 E Cass St, Osceola, IA 50213 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jim Reed's Insurance Agency Monett MO 02/2018 06/2024
Countryside Care Center Monett MO 08/2017 02/2018
Best Impressions Family Dentistry Springfield MO 08/2016 08/2017
State Farm Vp Management Corp Osceola IA 03/2024 Present
State Farm Investment Management Corp Minott MO 05/2024 06/2024
State Farm Insurance Osceola IA 07/2024 11/2024
State Farm Investment Management Corp Osceola IA 07/2024 Present
Ashley Taylor's Insurance Agency Osceola IA 11/2024 Present
  • 02/2018 → 06/2024
    Jim Reed's Insurance Agency
    Monett, MO
  • 08/2017 → 02/2018
    Countryside Care Center
    Monett, MO
  • 08/2016 → 08/2017
    Best Impressions Family Dentistry
    Springfield, MO
  • 03/2024 → Present
    State Farm Vp Management Corp
    Osceola, IA
  • 05/2024 → 06/2024
    Minott, MO
  • 07/2024 → 11/2024
    State Farm Insurance
    Osceola, IA
  • 07/2024 → Present
    Osceola, IA
  • 11/2024 → Present
    Ashley Taylor's Insurance Agency
    Osceola, IA
Other Businesses

1) Ashley Taylor's Insurance Agency; Investment-related; 105 E Cass St Osceola, IA 50213; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-13
S63 Uniform Securities Agent State Law Examination 2024-02-06
  • S65 Uniform Investment Adviser Law Examination
    2024-05-13
  • S63 Uniform Securities Agent State Law Examination
    2024-02-06
Other Names
  • Ashley Willmschen

View on SEC IAPD

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