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Dawn Margaret Newland

State Farm Investment Management Corp.

Martinsburg, WV

CRD 3015789

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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
FL RA APPROVED 2025-11-14
WV RA APPROVED 2025-10-30
MD RA APPROVED 2025-10-28
VA RA APPROVED 2025-10-28
  • FL RA
    APPROVED
    Since 2025-11-14
  • WV RA
    APPROVED
    Since 2025-10-30
  • MD RA
    APPROVED
    Since 2025-10-28
  • VA RA
    APPROVED
    Since 2025-10-28

Branch Locations

1664 Winchester Ave Ste. 4, Martinsburg, WV 25405 • 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. Martinsburg WV 01/1998 Present
Dawn Newland Insurance Agency Martinsburg WV 04/1998 Present
State Farm Investment Management Corp Martinsburg WV 07/2018 05/2019
State Farm Investment Management Corp Martinsburg WV 10/2025 Present
Other Businesses

1) B&D NEWLAND, LLC. PARTNER; NON-INVESTMENT RELATED; 148 GALLOWAY RD. MARTINSBURG, WV; INVESTMENT OR COMMERCIAL PROPERTY; 50% OWNERSHIP; 8/1/2012; 1 HOUR PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS; THE LLC WAS CREATED TO OWN BUILDING THAT IS AGENTS OFFICE BUT BEGINNING 8/2010 A PORTION OF THE BUILDING WAS RENTED TO ANOTHER PARTY/BUSINESS; DUTIES INCLUDE COLLECT RENT, MAINTAIN PROPERTY, PAY ASSOCIATED EXPENSES (INS, TAXES & MAINTENANCE). DEVOTES. 2) Wild & Wonderful Sailing, LLC; Non-investment-related; 148 Galloway Rd. Martinsburg WV 25403; Other - We own a sailboat that is part of chartering operation. We have contracted with Haven Charters to charter our boat; Partner/ Vice President; 10-15-2019; 1; 0; Make deposits in the checking account, Pay bills/Co-Signor on checking account; boat cleaning and maintenance. 3) 146 Hoffman, LLC; non-investment-related; 148 Galloway Rd. Nartinsburg WV 25403; Investment or Commercial Property; Officer/ vice president; 03/31/2020; 1;0; pay bills, co signor on checking account. Make deposits in the checking account, review bank statements; Single real estate holding, rental prop. In the name of the LLC, we are purchasing a home in Morgantown, WV that our college-aged kids will live in while attending WVU. There will be 1-2 tenants as well. We will sell the home in 3-4 years. 4) Dawn Newland's Insurance Agency; Insurance Agency; Investment-related; 1664 Winchester Ave Ste 4 Martinsburg, WV 25405-3881; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/1997; 80; 80; Service customers and supervise employees.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-23
S63 Uniform Securities Agent State Law Examination 1998-04-06
  • S65 Uniform Investment Adviser Law Examination
    2025-10-23
  • S63 Uniform Securities Agent State Law Examination
    1998-04-06

View on SEC IAPD

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