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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
KY RA APPROVED 2024-09-12
NC RA APPROVED 2020-09-11
VA RA APPROVED 2018-10-09
  • KY RA
    APPROVED
    Since 2024-09-12
  • NC RA
    APPROVED
    Since 2020-09-11
  • VA RA
    APPROVED
    Since 2018-10-09

Branch Locations

1200 Courthouse Rd, N. Chesterfield, VA 23236 • United States

Richmond, VA • 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
Hope Woolwine Insurance Agency Richmond VA 10/1992 Present
State Farm Vp Management Corp. Richmond VA 02/1998 Present
State Farm Investment Management Corp. Richmond VA 09/2009 03/2017
State Farm Investment Management Corp N. Chesterfield VA 10/2018 Present
Previous Registrations
Other Businesses

1) Hope Woolwine's Insurance Agency; Insurance Agency; Investment-related; 1200 Courthouse Rd N Chesterfld, VA 23236-4308; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/1992; 80; 80; Service customers and supervise employees 2) Hope Woolwine -Property #1 (Personally Held Real Estate); investment-related; 10909 Lucks Lane Midlothian, VA 23114; Investment or Commercial Property; Owner; none; 5/12/2021; 1; 0; Duties: Privately held rental building 3) Hope Woolwine -Property #2 (Personally Held Real Estate); investment-related; 4600 Hanover Avenue Richmond, VA 23226; Investment or Commercial Property; Owner; none; 6/12/2019; 1; 0; Duties: Privately held rental building

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-22
  • S63 Uniform Securities Agent State Law Examination
    2000-08-22
Designations
  • Chartered Financial Consultant
Other Names
  • Lisa Hope Bryson
  • Lisa Hope Bryson
  • Hope Woolwine
  • Lisa Hope Woolwine

View on SEC IAPD

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