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Phillip Alvin Britt

State Farm Investment Management Corp.

Marana, AZ

CRD 6026097

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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
AZ RA APPROVED 2018-10-24
  • AZ RA
    APPROVED
    Since 2018-10-24

Branch Locations

Marana, AZ • 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 Murray UT 10/2012 05/2017
Phillp Britt Insurance Agency Murray UT 10/2012 05/2017
State Farm Insurance Marana AZ 05/2017 Present
State Farm Vp Management Corp. Marana AZ 05/2017 Present
State Farm Investment Management Corp Marana AZ 08/2018 Present
  • 10/2012 → 05/2017
    State Farm Vp Management Corp
    Murray, UT
  • 10/2012 → 05/2017
    Phillp Britt Insurance Agency
    Murray, UT
  • 05/2017 → Present
    State Farm Insurance
    Marana, AZ
  • 05/2017 → Present
    State Farm Vp Management Corp.
    Marana, AZ
  • 08/2018 → Present
    Marana, AZ
Other Businesses

1.) Marana Thunder Youth Football and Cheer; Non-Investment Related; 3460 W Desert Peace Dr Marana, AZ 85658; Other; Board Member; President; 08/01/2026; 8; 4; Provides opportunities for youth to participate in fall football and cheerleading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-19
S63 Uniform Securities Agent State Law Examination 2012-03-09
  • S65 Uniform Investment Adviser Law Examination
    2018-10-19
  • S63 Uniform Securities Agent State Law Examination
    2012-03-09
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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