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Philp Winston Thomas

State Farm Investment Management Corp.

Rocky Mount, NC

CRD 2771415

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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
SC RA APPROVED 2026-01-05
VA RA APPROVED 2026-01-05
NC RA APPROVED 2025-12-15
  • SC RA
    APPROVED
    Since 2026-01-05
  • VA RA
    APPROVED
    Since 2026-01-05
  • NC RA
    APPROVED
    Since 2025-12-15

Branch Locations

2923 Zebulon Rd, Rocky Mount, NC 27804 • 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
Philip Thomas Jr Insurance Agency Rocky Mount NC 05/2006 Present
State Farm Vp Management Corp. Rocky Mount NC 05/2006 Present
State Farm Investment Management Corp Rocky Mount NC 12/2025 Present
  • 05/2006 → Present
    Philip Thomas Jr Insurance Agency
    Rocky Mount, NC
  • 05/2006 → Present
    State Farm Vp Management Corp.
    Rocky Mount, NC
  • 12/2025 → Present
    Rocky Mount, NC
Other Businesses

Philip Thomas's Insurance Agency; Insurance Agency; Investment-related; 2923 Zebulon Rd Rocky Mount, NC 27804-2439; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2006; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-02
S63 Uniform Securities Agent State Law Examination 1996-08-08
  • S65 Uniform Investment Adviser Law Examination
    2025-12-02
  • S63 Uniform Securities Agent State Law Examination
    1996-08-08
Other Names
  • Philip Winston Thomas

View on SEC IAPD

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