Donna C Gatlin

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

Authority	Category	Status	Date
AL	RA	APPROVED	2023-08-29
MS	RA	APPROVED	2023-06-28

AL RA
APPROVED

Since 2023-08-29
MS RA
APPROVED

Since 2023-06-28

Branch Locations

401 Highway 43 S, Saraland, AL 36571 • 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

Organization	City	State	From	To
Donna Gatlin Insurance Agency	Saraland	AL	08/2013	Present
State Farm Vp Management Corp.	Saraland	AL	08/2013	Present
State Farm Investment Management Corp	Saraland	AL	06/2023	Present

08/2013 → Present

Donna Gatlin Insurance Agency

Saraland, AL
08/2013 → Present

State Farm Vp Management Corp.

Saraland, AL
06/2023 → Present

State Farm Investment Management Corp

Saraland, AL

Other Businesses

1) Donna Gatlin's Insurance Agency; Insurance Agency; Investment-related; 401 Sarald Blvd S Saraland, AL 36571-2812; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2013; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-08-06

S63 Uniform Securities Agent State Law Examination

2011-08-06

Designations

Chartered Financial Consultant

Other Names

Donna C Cassady

View on SEC IAPD