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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 | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Investment Management Corp | Winter Park | FL | 05/2024 | Present |
| Joseph Bauer Jr Insurance Agency | Winter Park | FL | 08/2020 | Present |
| State Farm Insurance | Winter Park | FL | 03/2020 | 08/2020 |
| Jan Steimel Insurance Agency | Longwood | FL | 06/2017 | 03/2020 |
| Deutsche Bank | Jacksonville | FL | 06/2016 | 06/2017 |
| State Farm Vp Management Corp. | Winter Park | FL | 05/2024 | Present |
1) Joe Bauer Jr.'s Insurance Agency; Investment-related; 6744 Aloma Ave Winter Park, FL 32792; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;08/01/2020; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
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