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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 2024-11-22
WV RA APPROVED 2024-11-12
  • OH RA
    APPROVED
    Since 2024-11-22
  • WV RA
    APPROVED
    Since 2024-11-12

Branch Locations

1405 Elizabeth Pike Suite 102, Mineral Wells, WV 26150 • 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 Investment Management Corp Paden City WV 06/2024 09/2024
Taylor Shepherd Agency Moundsville WV 07/2023 06/2024
Spero Health Clarksburg WV 01/2021 07/2023
Stonerise Clarksburg Clarksburg WV 10/2019 01/2021
Healogics Logan WV 01/2017 10/2019
Wvu Healthcare Morgantown WV 01/2014 01/2017
State Farm Insurance Paden City WV 06/2024 09/2024
State Farm Vp Management Corp. Paden City WV 06/2024 09/2024
State Farm Investment Management Corp Paden City WV 11/2024 04/2025
State Farm Insurance Paden City WV 11/2024 04/2025
State Farm Vp Management Corp. Paden City WV 11/2024 04/2025
Jake Lohri's Insurance Agency Mineral Wells WV 04/2025 Present
State Farm Investment Management Corp Mineral Wells WV 04/2025 Present
State Farm Vp Management Corp. Mineral Wells WV 04/2025 Present
  • 06/2024 → 09/2024
    Paden City, WV
  • 07/2023 → 06/2024
    Taylor Shepherd Agency
    Moundsville, WV
  • 01/2021 → 07/2023
    Spero Health
    Clarksburg, WV
  • 10/2019 → 01/2021
    Stonerise Clarksburg
    Clarksburg, WV
  • 01/2017 → 10/2019
    Healogics
    Logan, WV
  • 01/2014 → 01/2017
    Wvu Healthcare
    Morgantown, WV
  • 06/2024 → 09/2024
    State Farm Insurance
    Paden City, WV
  • 06/2024 → 09/2024
    State Farm Vp Management Corp.
    Paden City, WV
  • 11/2024 → 04/2025
    Paden City, WV
  • 11/2024 → 04/2025
    State Farm Insurance
    Paden City, WV
  • 11/2024 → 04/2025
    State Farm Vp Management Corp.
    Paden City, WV
  • 04/2025 → Present
    Jake Lohri's Insurance Agency
    Mineral Wells, WV
  • 04/2025 → Present
    Mineral Wells, WV
  • 04/2025 → Present
    State Farm Vp Management Corp.
    Mineral Wells, WV
Other Businesses

1) Jake Lohri's Insurance Agency; Investment-related; 1405 ELIZABETH PIKE, SUITE 102, MINERAL WELLS, WEST VIRGINA 26150; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Agent;04/01/2025; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-23
S63 Uniform Securities Agent State Law Examination 2024-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-23
  • S63 Uniform Securities Agent State Law Examination
    2024-07-13

View on SEC IAPD

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