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Rebecca Ann Stevens

State Farm Investment Management Corp.

Yukon, OK

CRD 5969747

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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
OK RA APPROVED 2023-10-17
  • OK RA
    APPROVED
    Since 2023-10-17

Branch Locations

331 S Cemetery Rd Suite L, Yukon, OK 73099 • 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. Oklahoma City OK 02/2012 02/2017
Becky Stevens Insurance Agency Oklahoma City OK 04/2012 02/2017
Becky Stevens Insurance Agency Yukon OK 02/2017 Present
State Farm Vp Management Corp Yukon OK 02/2017 Present
State Farm Investment Management Corp Yukon OK 10/2023 Present
  • 02/2012 → 02/2017
    State Farm Vp Management Corp.
    Oklahoma City, OK
  • 04/2012 → 02/2017
    Becky Stevens Insurance Agency
    Oklahoma City, OK
  • 02/2017 → Present
    Becky Stevens Insurance Agency
    Yukon, OK
  • 02/2017 → Present
    State Farm Vp Management Corp
    Yukon, OK
  • 10/2023 → Present
    Yukon, OK
Other Businesses

1) Rebecca Stevens's Insurance Agency; Insurance Agency; Investment-related; 1600 Garth Brooks Blvd Ste 140 Yukon, OK 73099-7411; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2012; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-30
  • S63 Uniform Securities Agent State Law Examination
    2011-09-30
Designations
  • Chartered Financial Consultant
Other Names
  • Becky Ann Dixon
  • Becky Ann Martin
  • Becky Ann Stevens

View on SEC IAPD

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