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William Michael Ashworth

State Farm Investment Management Corp.

Lakeland, TN

CRD 5975383

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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
AL RA APPROVED 2025-09-04
MS RA APPROVED 2025-01-10
AR RA APPROVED 2024-10-04
TN RA APPROVED 2018-12-05
  • AL RA
    APPROVED
    Since 2025-09-04
  • MS RA
    APPROVED
    Since 2025-01-10
  • AR RA
    APPROVED
    Since 2024-10-04
  • TN RA
    APPROVED
    Since 2018-12-05

Branch Locations

9665 Village Cir, Lakeland, TN 38002 • 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
William Ashworth Insurance Agency Lakeland TN 06/2012 Present
State Farm Vp Management Corp. Lakeland TN 06/2012 Present
State Farm Investment Management Corp Lakeland TN 11/2018 Present
  • 06/2012 → Present
    William Ashworth Insurance Agency
    Lakeland, TN
  • 06/2012 → Present
    State Farm Vp Management Corp.
    Lakeland, TN
  • 11/2018 → Present
    Lakeland, TN
Other Businesses

1) William Ashworth's Insurance Agency; Insurance Agency; Investment-related; 9160 US Highway 64 Ste 104 Lakeland, TN 38002-3011; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2012; 80; 80; Service customers and supervise employees 2) CM Enterprises of Lakeland; Investment related; 10062 French Springs Rd Lakeland TN 38002; Investment or Commerical Property; Partner; None; 11/04/2022; 1; 0; General partnership that owns the office

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-05
S63 Uniform Securities Agent State Law Examination 2011-09-30
  • S65 Uniform Investment Adviser Law Examination
    2018-12-05
  • S63 Uniform Securities Agent State Law Examination
    2011-09-30
Other Names
  • Wil Ashworth

View on SEC IAPD

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