Andrea Irene Shoffner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 02/2020
  State Farm Vp Management Corp.
  Burlington, NC
• 03/2013 → 02/2020
  State Farm Insurance
  Burlington, NC
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Burlnigton, NC
• 02/2020 → Present
  State Farm Insurance
  Whitsett, NC
• 02/2020 → Present
  State Farm Vp Management Corp
  Whitsett, NC
• 08/2021 → Present
  State Farm Investment Management Corp.
  Whitsett, NC

Other Businesses

1) Mackintosh Pointe HOA; Non-Investment-Related; 2613 Mackintosh Lake Ln., Whitsett, NC 27377; Association/Committee/Council; Board Member, Secretary; 4/1/2021; 2; 0; Attend meetings, record votes & keep the minutes of all meetings & proceedings. 2) Second Chance Global; non-investment-related; 1606 W Davis Street Burlington NC 27215; Public Service; board member; board member; 07/01/2022; 10; 0; Fundraising efforts and partnerships, beyond my personal donations, could be part of my board responsibilities. I can provide a detailed description of board member roles and expectations if requested, as I do not see where I can attach within this addendum request.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-30
• S63 Uniform Securities Agent State Law Examination
  2000-08-29

Other Names

• Andrea Irene Gamble
• Andy Shoffner