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Casey Elizabeth Simpson

State Farm Investment Management Corp.

Myrtle Beach, SC

CRD 5923574

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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
NC RA APPROVED 2021-04-20
SC RA APPROVED 2021-04-20
  • NC RA
    APPROVED
    Since 2021-04-20
  • SC RA
    APPROVED
    Since 2021-04-20

Branch Locations

Myrtle Beach, 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
State Farm Vp Management Corp. Myrtle Beach SC 03/2016 Present
State Farm Insurance Myrtle Beach SC 03/2016 Present
State Farm Investment Management Corp Myrtle Beach SC 08/2018 06/2019
State Farm Investment Management Corp. Myrtle Beach SC 04/2021 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-07-22
  • S63 Uniform Securities Agent State Law Examination
    2011-07-22
Designations
  • Chartered Financial Consultant
Other Names
  • Casey Elizabeth Bain

View on SEC IAPD

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