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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 2019-11-14
  • TX RA
    APPROVED
    Since 2019-11-14

Branch Locations

301 Gateway N Ste A, Marble Falls, TX 78654 • 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 Marble Falls TX 05/2002 Present
Shane Stewart Insurance Agency Marble Falls TX 01/2007 Present
State Farm Investment Management Corp Marble Falls TX 08/2018 04/2019
Shane Stewart Insurance Agency Burnet TX 03/2019 Present
State Farm Vp Managment Corp. Burnet TX 03/2019 Present
State Farm Investment Management Corp Burnet TX 11/2019 Present
  • 05/2002 → Present
    State Farm Vp Management Corp
    Marble Falls, TX
  • 01/2007 → Present
    Shane Stewart Insurance Agency
    Marble Falls, TX
  • 08/2018 → 04/2019
    Marble Falls, TX
  • 03/2019 → Present
    Shane Stewart Insurance Agency
    Burnet, TX
  • 03/2019 → Present
    State Farm Vp Managment Corp.
    Burnet, TX
  • 11/2019 → Present
    Burnet, TX
Other Businesses

1) Slaughter Mountain Valley Ranch; non-investment-related; 1917 FM 1980 Marble Falls TX 78654; Cattle ranch, selling oilers that had been ordered (not a dealer), and possibly selling heads of cattle beyond person use.; Owner; 06/08/2021; 8;0; Control of the checkbook, pay bills and consignor on the checking account and review bank statements. 2) Shane Stewart's Insurance Agency; Insurance Agency; Investment-related; 301 Gateway N Ste A Marble Falls, TX 78654-6317; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2002; 80; 80; Service customers and supervise employees 3) Marble Falls Hampton Inn Partnership; non-investment-related; Lots 16 and 17 - Steve Hawkins Pkwy, Marble Falls, TX 78654; Investment or Commercial Property; Partner; title; 09/01/2022; 0; 0; I would simply have a minority ownership role in the venture. 4) Sa & Kl Stewart Investments LLC; Investment-Related; 301 Gateway North, Marble Falls, TX, 78654; Investment or Commercial Property; Owner; 05/01/2004; 20hrs; property rental/management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-15
S63 Uniform Securities Agent State Law Examination 2001-09-21
  • S65 Uniform Investment Adviser Law Examination
    2019-09-15
  • S63 Uniform Securities Agent State Law Examination
    2001-09-21

View on SEC IAPD

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