Best Investors Account Sign in
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
MD RA APPROVED 2025-01-01
WV RA APPROVED 2023-04-21
VA RA APPROVED 2023-04-18
  • MD RA
    APPROVED
    Since 2025-01-01
  • WV RA
    APPROVED
    Since 2023-04-21
  • VA RA
    APPROVED
    Since 2023-04-18

Branch Locations

6420 Seminal Trail Unit 6, Barboursville, VA 22923 • United States

253 Rdg Mcintire Rd, Charlottesville, VA 22903 • 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. Charlottesville VA 05/2009 Present
Hunter Wyant Insurance Agency Charlottesville VA 05/2009 Present
Hunter Wyant Insurance Agency Barboursville VA 06/2014 Present
State Farm Vp Management Corp Barboursville VA 06/2014 Present
State Farm Investment Management Corp Barboursville VA 04/2023 Present
State Farm Investment Management Corp Charlottesville VA 04/2023 Present
  • 05/2009 → Present
    State Farm Vp Management Corp.
    Charlottesville, VA
  • 05/2009 → Present
    Hunter Wyant Insurance Agency
    Charlottesville, VA
  • 06/2014 → Present
    Hunter Wyant Insurance Agency
    Barboursville, VA
  • 06/2014 → Present
    State Farm Vp Management Corp
    Barboursville, VA
  • 04/2023 → Present
    Barboursville, VA
  • 04/2023 → Present
    Charlottesville, VA
Other Businesses

1) LOCKE MANAGEMENT; NON-INVESTMENT-RELATED; 620 S. ELM ST., GREENSBORO, NC 27406; OTHER-INDEPENDENT CONTRACTOR; 05/01/2003; 0% OWNERSHIP; 4 HR/MO DURING SECURITIES TRADING HOURS; NOT GIVEN 2) HAB Properties, LLC; 711 PRESTON AVE CHARLOTTESVILLE, VA 22903; NON-INVESTMENT-RELATED; OWNER-100%; 09/01/2011; COMMERCIAL RENTAL PROPERTY; LANDLORD; 1 HR/MO; 0 HR/MO. 3) CENTRAL VA'S SOURCE FOR INSURANCE LLC; NON-INVESTMENT-RELATED; 253 RIDGE MCINTIRE RD, CHARLOTTESVILLE, VA,22903; OTHER-INSURANCE AND BUSINESS MANAGEMENT CONSULTING; 100% OWNER; 9/1/2012; 16 HR/MO FOR BOTH; OWNER/CONSULTANT. 4) Trophy Club Consulting, LLC, non-investment-related, 3320 Browns Gap Turnpike Crozet VA 22932, consulting with state farm agents on business practices relating to State Farm specific systems and information. There is no advertisement or outside material used. owner/partner, 51%, 12/10/2015, Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account, Other Duties/Responsibilities Not Identified Above: This is a similar/same consulting business as Central Va's Source, LLC. We are establishing a new LLC to add my wife to the business and separate some of the assets and future income from the existing LLC.20hr/mo., 5hr/mo. 5) Hunter S Wyant Insurance Agency; Investment-related;253 Rdg McIntire Rd Charlottesville, VA 22903-5043; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;05/01/2009; 80; 80; Service customers and supervise employees 6) Team Fit, LLC; Investment-related;3320 Browns Gap Turnpike Crozet VA 22932; Owner;2/28/2022;8;2; Team fit is the direct link between student-athletes and employers for job openings. Students and employers will be introduced through our service. The business will pair college student-athletes with potential employers. 7) Smart Financial; non-investment-related; 253 Ridge McIntire Rd Charlottesville VA 22903; other; Independent Contractor; Independent Contractor; 12/01/2022; 1; 1; Smart Financial and other vendors would like to use my name, image, and likeness to promote their products. They understand the rules associated with me being a State Farm agent and will not use State Farm's information or brand in anyway.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-11
S63 Uniform Securities Agent State Law Examination 2003-08-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-11
  • S63 Uniform Securities Agent State Law Examination
    2003-08-06

View on SEC IAPD

More in Barboursville, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor