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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-09-13
GA RA APPROVED 2024-09-12
WV RA APPROVED 2024-08-16
NC RA APPROVED 2023-05-09
VA RA APPROVED 2023-05-01
  • SC RA
    APPROVED
    Since 2024-09-13
  • GA RA
    APPROVED
    Since 2024-09-12
  • WV RA
    APPROVED
    Since 2024-08-16
  • NC RA
    APPROVED
    Since 2023-05-09
  • VA RA
    APPROVED
    Since 2023-05-01

Branch Locations

1507 E Bayview Blvd Suite A, Norfolk, VA 23503 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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 Norfolk NC 05/2004 Present
James Robert Clark Jr Insurance Agency Norfolk NC 02/2005 Present
State Farm Investment Management Corp Norfolk VA 04/2023 Present
  • 05/2004 → Present
    State Farm Vp Management Corp
    Norfolk, NC
  • 02/2005 → Present
    James Robert Clark Jr Insurance Agency
    Norfolk, NC
  • 04/2023 → Present
    Norfolk, VA
Other Businesses

1) Five C's Enterprises LLC; 505 Shadow Brooke Dr. Chesapeake VA 23320; investment or Commercial Property; Owner; President; 02-01-2005; Miller Realty and Development; 2;1 2) Jim Clark, Jr Insurance Agency; Investment-related; 1507 E Bayview Blvd Ste A Norfolk, VA 23503-3250; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2005; 80; 80; Service customers and supervise employees 3) Clearwater Christian College; Investment-related; 3400 Gulf to Bay Blvd. Clearwater Florida 33759; Liberal Arts College; Board Member; 11/01/2014; 10hrs; Member of executive committee advising President on growth strategies and general university issues

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-25
S63 Uniform Securities Agent State Law Examination 2004-06-12
  • S65 Uniform Investment Adviser Law Examination
    2023-04-25
  • S63 Uniform Securities Agent State Law Examination
    2004-06-12
Other Names
  • Jim Clark

View on SEC IAPD

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