Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-09-27
  • FL RA
    APPROVED
    Since 2019-09-27

Branch Locations

2320 Dairy Road Suite 102, West Melbourne, FL 32904 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brian West Insurance Agency West Melbourne FL 06/2010 Present
State Farm Vp Management Corp. West Melbourne FL 06/2010 Present
State Farm Investment Management Corp. West Melbourne FL 07/2019 Present
  • 06/2010 → Present
    Brian West Insurance Agency
    West Melbourne, FL
  • 06/2010 → Present
    State Farm Vp Management Corp.
    West Melbourne, FL
  • 07/2019 → Present
    West Melbourne, FL
Other Businesses

1) MAGNOLIA PROFESSIONAL CENTRE ASSOCIATION; NON-INVESTMENT-RELATED; 2320 DAIRY ROAD W. MELBOURNE FL 32904; RENTS OUT PART OF BULDING THAT STATE FARM AGENCY IS ALSO LOCATED IN, BOARD MEMBER OF BUSINESS CONDO ASSOCIATION; OWNER/DIRECTOR; 08/01/2013; 1 HR/MO; NONE DURING TRADING HOURS; BOARD MEMBER FOR THE BUSINESS CONDO ASSOCIATION THAT GOVERNS MY BUILDING AND 2 OTHERS WITHIN THE ASSOCIATION. 2) Creators Refuge; non-investment-related; 5676 Fullerton Phillips Road, Monticello, GA 31064; Board membership on this 501(c)3 focused on the development of Youth through a summer camp facility in Rural Georgia; director; 5/1/2021; 4; 0; none. 3) Brian West's Insurance Agency; Insurance Agency; Investment-related; 2320 Dairy Rd Ste 102 W Melbourne, FL 32904-5208; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2006; 80; 80; Service customers and supervise employees 4) Brian West - Property #1 (Personally held real estate); investment-related; 199 Thomas Dr Eatonton, GA 31064; Investment or Commercial Property; Owner; none; 8/24/2021; 2; 0; Duties: Privately held rental building

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-23
S63 Uniform Securities Agent State Law Examination 2000-07-20
  • S65 Uniform Investment Adviser Law Examination
    2001-05-23
  • S63 Uniform Securities Agent State Law Examination
    2000-07-20
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Melbourne, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor