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Alexander Williamson

State Farm Investment Management Corp.

Charlotte, NC

CRD 6068890

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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
SC RA APPROVED 2020-06-18
NC RA APPROVED 2018-08-14
  • SC RA
    APPROVED
    Since 2020-06-18
  • NC RA
    APPROVED
    Since 2018-08-14

Branch Locations

1441 Heather Lane Suite A, Charlotte, NC 28209 • 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 Charlotte NC 05/2012 Present
Alex Williamson Insurance Agency Charlotte NC 01/2013 Present
State Farm Investment Management Corp. Charlotte NC 08/2018 Present
  • 05/2012 → Present
    State Farm Vp Management Corp
    Charlotte, NC
  • 01/2013 → Present
    Alex Williamson Insurance Agency
    Charlotte, NC
  • 08/2018 → Present
    Charlotte, NC
Other Businesses

1) INTERNATIONAL ENTERPRISES OF AMERICA LLC; NON-INVESTMENT-RELATED; 1409 LILY CREEK DR, CARY, NC 27518; RETAIL; PARTNER; 02/04/2007; 1 HR/MO, 0 DURING TRADING HOURS; IDENTIFY POTENTIAL DISTRIBUTORS FOR IMPORTED WINE FROM SPAIN. 2) Alexander Williamson's Insurance Agency; Insurance Agency; Investment-related; 1441 Heather Ln # A Charlotte, NC 28209-2547; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2013; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-03
  • S63 Uniform Securities Agent State Law Examination
    2012-07-03
Designations
  • Chartered Financial Consultant
Other Names
  • Alex Williamson

View on SEC IAPD

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