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Michael Alexander Lovchuk

State Farm Investment Management Corp.

Panama City, FL

CRD 3012702

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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
AL RA APPROVED 2024-09-17
FL RA APPROVED 2023-06-08
  • AL RA
    APPROVED
    Since 2024-09-17
  • FL RA
    APPROVED
    Since 2023-06-08

Branch Locations

3477 Highway 77 Unit A, Panama City, FL 32405 • 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 Panama City FL 08/2007 Present
Michael Lovchuk Insurance Agency Panama City FL 08/2007 Present
State Farm Investment Management Corp Panama City FL 08/2018 06/2019
State Farm Investment Management Corp Panama City FL 03/2023 Present
Other Businesses

1) KWA, LLC; NOT-INVESTMENT-RELATED; 3477 HIGHWAY 77, SUITE C, PANAMA CITY FL 32405; INVESTMENT OR COMMERCIAL PROPERTY; OWNER/SOLE PROPRIETOR; 06/2004; 1-HOUR PER MONTH DEVOTED; ZERO DURING TRADING; COLLECT RENT. 2) BOYS AND GIRLS CLUB; NON-INVESTMENT-RELATED; 451 MAGNOLIA AVE PANAMA CITY FL 32401; TREASURER/DIRECTOR; 01/01/2015; 3HR/MO; 1HR/MO; ASKED TO BE TREASURER. WE HAVE A FULL TIME CPA THAT DOES ALL ACCOUNTING. I WOULD JUST READ REPORT AT MONTHLY MEETINGS AND COLLECT MONEY AT FUNDRAISERS, READ REPORT AT MEETING. 3) Rotary Club of Lynn Haven; non-investment-related; P.O. Box 9, Lynn Haven, FL 32444; Membership/Fraternal Organization/Civic; Board Member; 1/20/2021; 1; 1; none. 4) Michael Lovchuk's Insurance Agency; Insurance Agency; Investment-related; 3477 Highway 77 Unit A Panama City, FL 32405-4297; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/1998; 80; 80; Service customers and supervise employees 5) Holy Nativity Episcopal Church; Non-Investment Related; 222 N Bonita Ave Panama City, FL 32401; Public Service; Board Member; None; 04/06/2026; 3; 0; Listen to ideas to increase membership

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-21
S63 Uniform Securities Agent State Law Examination 2015-10-02
  • S65 Uniform Investment Adviser Law Examination
    2023-02-21
  • S63 Uniform Securities Agent State Law Examination
    2015-10-02

View on SEC IAPD

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