Shelley Lynn Chapman

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
TX	RA	APPROVED	2022-02-16

TX RA
APPROVED

Since 2022-02-16

Branch Locations

Mckinney, TX • 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 Insurance	Mckinney	TX	03/2013	Present
State Farm Vp Management Corp	Mckinney	TX	03/2013	Present
State Farm Investment Management Corp.	Mckinney	TX	07/2018	06/2019
State Farm Investment Management Corp	Mckinney	TX	02/2022	Present

03/2013 → Present

State Farm Insurance

Mckinney, TX
03/2013 → Present

State Farm Vp Management Corp

Mckinney, TX
07/2018 → 06/2019

State Farm Investment Management Corp.

Mckinney, TX
02/2022 → Present

State Farm Investment Management Corp

Mckinney, TX

Other Businesses

1) RODAN AND FIELDS; NON-INVESTMENT; 4308 BEAVER RUN DR. MCKINNEY TEXAS 75070; SKIN CARE PRODUCTS; REPRESENTATIVE; 12/13/2013; 0 HRS/MO BOTH; JOINED FOR DISCOUNTED PRODUCTS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-08-09

S63 Uniform Securities Agent State Law Examination

2004-08-09

Designations

Chartered Financial Consultant

Other Names

Shelly O'BRien
Shelley Lynn Branch
Shelley Lynn O'BRien

View on SEC IAPD