Timothy P Bordelon

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Timothy Bordelon Insurance Agency
  Grand Prairie, TX
• 02/2014 → Present
  State Farm Vp Management Corp
  Grand Prairie, TX
• 09/2018 → Present
  State Farm Investment Management Corp
  Grand Prairie, TX

Other Businesses

1) Rocket Mortgage; Investment-related; -3117 S Carrier Pkwy Grand Prairie, TX 75052-6050Mortgage Loan Originator/Broker; Mortgage Loan Origination; Start Date of relationship 06/12/2020; Compensation: Commission; No.of hours per month: 15; Duties - The registered representative will originate mortgage loans as part of this activity. As a result of this role, the RR may also be considered a branch manager, which may include performing certain administrative duties and receiving compensation on the other agents' mortgage business. The registered representative may lease or sublease a portion of the registered representative's office space to the company. 2) Timothy Bordelon's Insurance Agency; Insurance Agency; Investment-related; 3117 S Carrier Pkwy Grand Prairie, TX 75052-6050; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2007; 80; 80; Service customers and supervise employees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-12
• S63 Uniform Securities Agent State Law Examination
  2007-04-14