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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-26
WV RA APPROVED 2023-06-30
OH RA APPROVED 2023-06-28
PA RA APPROVED 2023-06-27
  • VA RA
    APPROVED
    Since 2026-01-26
  • WV RA
    APPROVED
    Since 2023-06-30
  • OH RA
    APPROVED
    Since 2023-06-28
  • PA RA
    APPROVED
    Since 2023-06-27

Branch Locations

300 Jefferson Ave, Moundsville, WV 26041 • 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. Moundsville WV 01/2016 Present
Taylor Shepherd Insurance Agency Moundsville WV 01/2016 Present
State Farm Investment Management Corp. Moundsville WV 01/2019 07/2019
State Farm Investment Management Corp. Moundsville WV 06/2023 Present
Previous Registrations
Other Businesses

1) Moundsville Housing Development Authority; Non-investment-related; 501 10th St, Moundsville, WV 26041; Membership/Civic/Fraternal Organization; Board of Directors; Director; 6/1/2021; 1; 1;. 2) Taylor Shepherd's Insurance Agency; Investment-related; 300 Jefferson Ave Moundsville, WV 26041-1640; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees 3) Guest Speaker/WVU; Non-investment-related; 64 Medical Center Dr Morgantown WV 26506; Education; Other; None; 05/26/2023; 20; 15; Invited to guest lecture and provide support and assistance to course DENT771, which focuses on practice management. I am not responsible for course content, I make suggestions on what I see most graduates needing immediate help and what I've gone through as a small business owner. 4) Mountain Lake Property Group, LLC; Investment-Related; 308 4th St Glen Dale West Virginia 26038; Investment or Commercial Property; Owner; 01/10/2019; 4hrs; LLC holding for my SF office building and apartment unit above. starting LLC to purchase building only, having to fill out form because one apartment is above office and will pay rent to LLC. 5) Taylor Shepherd Consulting LLC; non-investment-related; 409 Jefferson Ave, Glen Dale, WV 26038; Service Industry; Owner; President; 03/05/2025; 5;3; Other duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-07-24
  • S63 Uniform Securities Agent State Law Examination
    2015-07-24
Designations

View on SEC IAPD

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