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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
TX RA APPROVED 2022-05-13
  • TX RA
    APPROVED
    Since 2022-05-13

Branch Locations

2318 E Se Loop 323, Tyler, TX 75701 • United States

1302 S Vine Ave, Tyler, TX 75701 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Tyler TX 07/2000 11/2019
John Merrill Insurance Agency Tyler TX 12/2001 Present
State Farm Investment Management Corp. Tyler TX 08/2018 11/2019
State Farm Vp Management Corp Tyler TX 11/2020 Present
State Farm Investment Management Corp Tyler TX 11/2020 Present
Previous Registrations
Other Businesses

1) John Merrill's Insurance Agency; Insurance Agency; Investment-related; 1302 S Vine Ave Tyler, TX 75701-2822; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees 2) John Merrill Property #1 (Personally Held Real Estate); investment-related; 1302 - 1308 S Vine Ave Tyler, TX 75701; Investment or Commercial Property; Owner; none; 8/2/2002; 1; 0; Duties: Personally Held Real Estate 3) John Merrill Property #2 (Personally Held Real Estate); investment-related; 4609 Fringe Tree Way Crowley, TX 76036; Investment or Commercial Property; Owner; none; 3/31/2021; 1; 0; Duties: Personally Held Real Estate 4) John Merrill Property #3 (Personally Held Real Estate); investment-related; 305 South Shore Port Aransas, TX 78373; Investment or Commercial Property; Owner; none; 5/17/2024; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-09
S63 Uniform Securities Agent State Law Examination 2000-07-29
  • S65 Uniform Investment Adviser Law Examination
    2019-03-09
  • S63 Uniform Securities Agent State Law Examination
    2000-07-29

View on SEC IAPD

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