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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 2025-10-23
NC RA APPROVED 2025-09-29
  • SC RA
    APPROVED
    Since 2025-10-23
  • NC RA
    APPROVED
    Since 2025-09-29

Branch Locations

1105 New Pointe Blvd Ste 6, Leland, NC 28451 • 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 Leland NC 06/2008 Present
Franklin Rouse Insurance Agency Leland NC 06/2008 Present
State Farm Investment Management Corp Leland NC 08/2018 06/2019
State Farm Investment Management Corp Leland NC 09/2025 Present
Other Businesses

1) NORTH CAROLINA RAILROAD COMPANY; NON-INVESTMENT RELATED, 2809 HIGHWOODS BLVD STE 100 RALEIGH NC 27604; Public Service; THE NCRR OWNS AND MAINTAINS THE RAIL CORRIDOR FROM CHARLOTTE, NC TO MOREHEAD CITY, NC. OUR LONE SHAREHOLDER IS THE STATE OF NC (HOUSE, SENATE, GOVERNOR). CHAIRMAN OF THE BOARD. WILL OVERSEE THE NEW STRATEGIC PLAN. THE PRESIDENT OF THE COMPANY REPORTS DIRECTLY TO ME; DIRECTOR/ Chairman; 10/01/2013; 20HR/MO; 10HR/MO; Member of a Finance Committee, Review bank statements, Pay bills/ Co-Signor on checking account 2) BRUNSWICK COUNTY COMMUNITY FOUNDATION; non-investment related; 1213 Culbreth Drive, Suite 205, Wilmington, NC 28405; Association/Committee/Council; all-volunteer organization with board members and volunteers who reflect the community we serve, assist donors and nonprofits with sensitive or complex issues; Board Member/0%; 08/10/2016; 2hr/mo for both; Attend quarterly meetings. Vote on grant applications. Attend quarterly meetings. Vote on grant applications. 3) North Carolina Insurance Underwriting Association; Non-Investment Related; 5520 Dillard Drive, Suite 180, Cary, NC 27518; Director (including sitting on a Board of Directors); None; The North Carolina Insurance Underwriting Association (NCIUA), also known as the Coastal Property Insurance Pool, is a tax exempt association of insurance companies authorized to write and engage in writing essential property insurance coverage in North Carolina. The Association was created by law to act as a market of last resort to provide adequate essential property insurance to property owners having insurable property in the Beach and Coastal Areas of North Carolina.; 12/1/2018; No other duties.; 4 HR/MO for both, CHAIRMAN OF THE UNDERWRITING COMMITTEE 4) MOSS HILL LEGACY FARMS LLC; Investment-Related; real estate; 4846A Hwy 24 East, Newport, NC 28570; Investment or Commercial Property; owner; 6/21/2021; 0; 0; none. 5) Franklin Rouse's Insurance Agency; Insurance Agency; Investment-related; 1105 New Pointe Blvd Ste 6 Leland, NC 28451-4130; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2008; 80; 80; Service customers and supervise employees 6) HOBBS FAMILY SCHOLARSHIP ENDOWMENT; NOT investment-related; 3737 GLENWOOD AVE Raleigh, NC 27612; Public Service; Director; none; 3/1/2024; 1; 1; Duties: High School graduates from Columbus and Brunswick Counties who wish to attend an institution of higher learning, with initial preference given to students from Columbus County. Priority will be given to students demonstrating financial need. Students must also demonstrate sound academic performance and a record of service to the community.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
S63 Uniform Securities Agent State Law Examination 2008-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26
  • S63 Uniform Securities Agent State Law Examination
    2008-01-17

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