Bradley P Beck

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Bradley Beck Insurance Agency
  Lafayette, LA
• 06/2012 → Present
  State Farm Vp Management Corp.
  Lafayette, LA
• 05/2023 → Present
  State Farm Investment Management Corp
  Lafayette, LA

Other Businesses

1) Affinity Holdings, LLC; Investment-Related; 100 Saddleback Circle, Youngsville LA 70592; Investment or Commercial Property; President; 05-01-2017; 8hr/mo 0hr/mo; Since I started my State Farm Agency, I have not been involved with my previous reported outside business activities of business consulting for web design or pre-employment assessments. Below is the only activity that Affinity Holdings, LLC will be involved with: A holdings company of Commercial or Residential properties real estate. Purchase property, lease space, collect rent and coordinate any necessary maintenance or repairs to the properties, Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/ Co-Signor on checking account. 2) Affinity Parc Lafayette, LLC; Investment-related; 100 Saddleback Circle, Youngsville LA 70592; Investment or Commercial Property; Partner; 02/17/2020; 1;0; Lending, checkbook, bank, pay, deposits. 3) Affinity One, LLC.; non-investment related; 100 Saddleback Circle Youngsville LA 70592; investment or Commercial Property; Owner; 03/19/2020; 1;0. Lease space, collect rent and coordinate any necessary maintenance or repairs to the properties; Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. 4) Affinity Farms, LLC; NOT investment-related; 100 Saddleback Circle, Youngsville, LA 70592; Other; Partner; None; 10/25/2021; 1; 0; Control of the checkbook, review bank statements, make deposits in the checking account, pay bills/co-signor on checking account. 5) Affinity Ambassador, LLC; Investment-related; 100 Saddleback Circle, Youngsville, LA 70592; Investment or Commercial Property; Partner; President; 10/25/2021; 1; 0; Control of the checkbook, review bank statements, make deposits in the checking account, pay bills/co-signor on checking account. 6) Bradley Beck's Insurance Agency; Investment-related; 1005 Amb Cafry Pkwy, Lafayette, LA 70506; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2012; 80; 80; Service customers and supervise employees. 7) Affinity Downtown, LLC; Non-investment related; 100 Saddleback Circle Youngsville, LA 70592;commercial property; Partner; 02/09/2022; 1;0; Control of the checkbook , review bank statements, pay bills and cosigner on the checking account. 8) Bradley Beck's Insurance Agency; Insurance Agency; Investment-related; 1105 Amb Cafry Pkwy Lafayette, LA 70506-1825; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2012; 80; 80; Service customers and supervise employees 9) Affinity Investments, LLC; investment-related; 100 Saddleback Cir Youngsville, LA 70592; Investment property; Owner; none; 08/25/2023; 2; 0; property management company 10) Affinity Collabs, LLC; Non-Investment Related; 100 Saddleback Circle Youngsville, LA 70592; Service Industry; Owner; President; 06/01/2025; 2; 0; Research and Technology Development

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-30
• S65 Uniform Investment Adviser Law Examination
  2023-05-05