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Elizabeth Marie Berry

State Farm Investment Management Corp.

Simpsonville, SC

CRD 6062300

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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
NC RA APPROVED 2024-06-11
SC RA APPROVED 2024-03-25
  • NC RA
    APPROVED
    Since 2024-06-11
  • SC RA
    APPROVED
    Since 2024-03-25

Branch Locations

1004 West Georgia Rd Suite G, Simpsonville, SC 29680 • 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
Liz Berry Insurance Agency Simpsonville SC 12/2012 Present
State Farm Vp Management Corp. Simpsonville SC 12/2012 Present
State Farm Investment Management Corp Simpsonville SC 03/2024 Present
  • 12/2012 → Present
    Liz Berry Insurance Agency
    Simpsonville, SC
  • 12/2012 → Present
    State Farm Vp Management Corp.
    Simpsonville, SC
  • 03/2024 → Present
    Simpsonville, SC
Other Businesses

1) Elizabeth Berry's Insurance Agency; Insurance Agency; Investment-related; 1004 W Georgia Rd Ste G Simpsonville, SC 29680-7423; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2012; 80; 80; Service customers and supervise employees. 2) Landmark Landscape Service; non-investment-related; 5 Captiva Row, Charleston, SC 29407; Other - Landscape and Maintenance Service; Owner; Owner; 4/14/2005; 1; 0; no duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-11
  • S63 Uniform Securities Agent State Law Examination
    2012-07-11
Designations
  • Chartered Financial Consultant
Other Names
  • Liz Berry
  • Elizabeth Marie Back Viet Berry

View on SEC IAPD

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