Best Investors Account Sign in

Carlina Beth Morris

State Farm Investment Management Corp.

Anchorage, AK

CRD 5991095

Claim This Profile
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
AK RA APPROVED 2023-07-28
CA RA APPROVED 2022-04-05
  • AK RA
    APPROVED
    Since 2023-07-28
  • CA RA
    APPROVED
    Since 2022-04-05

Branch Locations

Anchorage, AK • 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 Bakersfield CA 02/2016 08/2023
State Farm Insurance Bakersfield CA 02/2016 08/2023
State Farm Investment Management Corp. Bakersfield CA 08/2018 10/2020
State Farm Investment Management Corp Bakersfield CA 04/2022 08/2023
State Farm Investment Management Corp Anchorage AK 08/2023 Present
State Farm Insurance Anchorage AK 08/2023 Present
State Farm Vp Management Corp Anchorage AK 08/2023 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-12-30
  • S63 Uniform Securities Agent State Law Examination
    2011-12-30
Designations
  • Chartered Financial Consultant
Other Names
  • Carlina Beth Simons

View on SEC IAPD

More in Anchorage, AK

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor