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William Breck Taylor

State Farm Investment Management Corp.

Lexington, SC

CRD 5915352

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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
SC RA APPROVED 2021-05-03
  • SC RA
    APPROVED
    Since 2021-05-03

Branch Locations

Lexington, SC • 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
Breck Taylor Insurance Agency Piedmont SC 03/2012 04/2019
State Farm Vp Management Corp. Piedmont SC 03/2012 04/2019
State Farm Vp Management Corp. Lexington SC 04/2019 Present
State Farm Insurance Lexington SC 04/2019 Present
State Farm Investment Management Corp. Lexington SC 05/2021 Present
  • 03/2012 → 04/2019
    Breck Taylor Insurance Agency
    Piedmont, SC
  • 03/2012 → 04/2019
    State Farm Vp Management Corp.
    Piedmont, SC
  • 04/2019 → Present
    State Farm Vp Management Corp.
    Lexington, SC
  • 04/2019 → Present
    State Farm Insurance
    Lexington, SC
  • 05/2021 → Present
    State Farm Investment Management Corp.
    Lexington, SC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-06-03
  • S63 Uniform Securities Agent State Law Examination
    2011-06-03
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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