Tracey Lynette Harris

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

Authority	Category	Status	Date
VA	RA	APPROVED	2025-11-06
DE	RA	APPROVED	2024-07-03
NJ	RA	APPROVED	2023-11-22
MD	RA	APPROVED	2023-11-21
PA	RA	APPROVED	2023-11-21
TX	RA	APPROVED	2023-11-21

VA RA
APPROVED

Since 2025-11-06
DE RA
APPROVED

Since 2024-07-03
NJ RA
APPROVED

Since 2023-11-22
MD RA
APPROVED

Since 2023-11-21
PA RA
APPROVED

Since 2023-11-21
TX RA
APPROVED

Since 2023-11-21

Branch Locations

Williamsburg, 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

Organization	City	State	From	To
State Farm Vp Management Corp	Bristol	PA	09/2007	03/2025
Tracey Harris Insurance Agency	Bristol	PA	09/2007	03/2025
State Farm Investment Management Corp	Bristol	PA	11/2023	03/2025
State Farm Insurance	Bloomingon	IL	03/2025	06/2025
State Farm Investment Management Corp	Bloomington	IL	03/2025	06/2025
State Farm Vp Management Corp	Bloomington	IL	03/2025	06/2025
State Farm Vp Management Corp	Williamsburg	PA	06/2025	Present
State Farm Insurance	Williamsburg	VA	06/2025	Present
State Farm Investment Management Corp	Williamsburg	VA	06/2025	Present

09/2007 → 03/2025

State Farm Vp Management Corp

Bristol, PA
09/2007 → 03/2025

Tracey Harris Insurance Agency

Bristol, PA
11/2023 → 03/2025

State Farm Investment Management Corp

Bristol, PA
03/2025 → 06/2025

State Farm Insurance

Bloomingon, IL
03/2025 → 06/2025

State Farm Investment Management Corp

Bloomington, IL
03/2025 → 06/2025

State Farm Vp Management Corp

Bloomington, IL
06/2025 → Present

State Farm Vp Management Corp

Williamsburg, PA
06/2025 → Present

State Farm Insurance

Williamsburg, VA
06/2025 → Present

State Farm Investment Management Corp

Williamsburg, VA

Other Businesses

1) V & T HARRIS INVESTMENTS; INVESTMENT RELATED; 13 GOLDSPIRE LANE, BURLINGTON, NJ 08016; Investment or Commercial Property; REAL ESTATE; PARTNER; 03/2007; 5 HOURS PER MONTH, 0 DURING TRADING HOURS; IDENTIFY AND PURCHASE REAL ESTATE, MANAGING PROPERTIES, LANDLORD.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-07-26

S63 Uniform Securities Agent State Law Examination

2001-07-26

Designations

Chartered Financial Consultant

View on SEC IAPD