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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
NC RA APPROVED 2024-09-16
  • NC RA
    APPROVED
    Since 2024-09-16

Branch Locations

1203 E Main St, Lincolnton, NC 28093 • 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
Thryv Grapevine TX 10/2014 01/2023
Lincolnton/ Lincoln County Chamber Of Commerce Lincolnton NC 04/2023 01/2024
Bankers Life Charlotte NC 10/2023 05/2024
Paul Parker Insurance Agency Lincolnton NC 07/2024 Present
State Farm Vp Management Corp Lincolnton NC 07/2024 Present
State Farm Investment Management Corp Lincolnton NC 09/2024 Present
  • 10/2014 → 01/2023
    Thryv
    Grapevine, TX
  • 04/2023 → 01/2024
    Lincolnton/ Lincoln County Chamber Of Commerce
    Lincolnton, NC
  • 10/2023 → 05/2024
    Bankers Life
    Charlotte, NC
  • 07/2024 → Present
    Paul Parker Insurance Agency
    Lincolnton, NC
  • 07/2024 → Present
    State Farm Vp Management Corp
    Lincolnton, NC
  • 09/2024 → Present
    Lincolnton, NC
Previous Registrations
  • 2003-03-24 → 2005-01-25
    Banc Of America Investment Services, Inc.
    Charlotte, NC
Other Businesses

1) Paul Parker's Insurance Agency; Investment-related; 1203 E Main St Lincolnton, NC 28092; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 6/17/2024; 80; 80; Service customers. 2) Lincolnton Lincoln County Chamber of Commerce; non-investment related; 101 E Main St, Lincolnton, NC 28092; Membership/Civic/Fraternal Organization; Board member; none; 01/15/2025; 2;0; Vote on investing in CD's or Money Market Accounts (bank products). 3) Water Street Center Association; non-investment related; 106 N Water Street; Wilmington, NC 28401; Association/Committee/Council; Board member; Treasurer; 01/03/2025; 2;0; Oversee property manager, Vote on investing in CD's or Money Market Accounts (bank products). 4) Cashiers Mountain Club HOA; Non-Investment Related; 82 Scotch Highlands Loop Sapphire, NC 28774; Association/Committee/Council; Board Member; None; 04/15/2025; 2; 2; Home Owners Association 5) MLG; Non-Investment Related; 2410 Ferncliff Rd Charlotte, NC 28211; Service Industry; Independent Contractor; None; 09/01/2026; 40; 40; Advisors consults

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-03
S63 Uniform Securities Agent State Law Examination 2024-08-16
S66 Uniform Combined State Law Examination 2002-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-09-03
  • S63 Uniform Securities Agent State Law Examination
    2024-08-16
  • S66 Uniform Combined State Law Examination
    2002-01-26

View on SEC IAPD

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