Best Investors Account Sign in
Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-25
GA RA APPROVED 2019-02-08
  • NC RA
    APPROVED
    Since 2024-10-25
  • GA RA
    APPROVED
    Since 2019-02-08

Branch Locations

840 Kennesaw Ave Suite B11, Marietta, GA 30060 • United States

2323 Cumb Parkway Se Ste. 101, Atlanta, GA 30339 • 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 Vp Management Corp. Atlanta GA 01/1998 Present
Lisa Dobbs Insurance Agency Atlanta GA 12/1991 Present
State Farm Investment Management Corp Atlanta GA 10/2018 Present
Lisa Dobbs Insurance Agency Marietta GA 12/2025 Present
State Farm Investment Management Corp Marietta GA 12/2025 Present
State Farm Vp Management Corp Marietta GA 12/2025 Present
  • 01/1998 → Present
    State Farm Vp Management Corp.
    Atlanta, GA
  • 12/1991 → Present
    Lisa Dobbs Insurance Agency
    Atlanta, GA
  • 10/2018 → Present
    Atlanta, GA
  • 12/2025 → Present
    Lisa Dobbs Insurance Agency
    Marietta, GA
  • 12/2025 → Present
    Marietta, GA
  • 12/2025 → Present
    State Farm Vp Management Corp
    Marietta, GA
Other Businesses

1) Lisa Dobbs's Insurance Agency; Insurance Agency; Investment-related; 2323 Cumb Pkwy SE Ste 101 Atlanta, GA 30339-4523; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/1989; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-12
S63 Uniform Securities Agent State Law Examination 2000-08-28
  • S65 Uniform Investment Adviser Law Examination
    2018-11-12
  • S63 Uniform Securities Agent State Law Examination
    2000-08-28
Other Names
  • Kathryn Dobbs
  • Lisa Kathryn Jones

View on SEC IAPD

More in Marietta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor