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Rachel Lee Moscaritolo

State Farm Investment Management Corp.

Canton, GA

CRD 6559776

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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
GA RA APPROVED 2019-01-28
  • GA RA
    APPROVED
    Since 2019-01-28

Branch Locations

Canton, GA • 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 Mcdonough GA 12/2015 05/2019
Rachel Moscaritolo Insurance Agency Mcdonough GA 05/2016 09/2018
State Farm Investment Management Corp. Mcdonough GA 08/2018 05/2019
State Farm Insurance Mcdonough GA 09/2018 05/2019
State Farm Vp Management Corp. Canton GA 05/2019 Present
State Farm Investment Management Corp. Canton GA 05/2019 Present
State Farm Insurance Canton GA 05/2019 Present
  • 12/2015 → 05/2019
    State Farm Vp Management Corp
    Mcdonough, GA
  • 05/2016 → 09/2018
    Rachel Moscaritolo Insurance Agency
    Mcdonough, GA
  • 08/2018 → 05/2019
    Mcdonough, GA
  • 09/2018 → 05/2019
    State Farm Insurance
    Mcdonough, GA
  • 05/2019 → Present
    State Farm Vp Management Corp.
    Canton, GA
  • 05/2019 → Present
    Canton, GA
  • 05/2019 → Present
    State Farm Insurance
    Canton, GA
Other Businesses

1) Bespoke Brilliance, LLC; Non-investment-related; 8915 E Cherokee Dr. Canton, GA 30115; Retail; Owner; none; 6/3/2024; 8; 0; Duties: Providing Customized Private Diamond Shopping experiences. Shopping experiences take place at the customers' preferred location.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-17
S63 Uniform Securities Agent State Law Examination 2015-10-30
  • S65 Uniform Investment Adviser Law Examination
    2019-01-17
  • S63 Uniform Securities Agent State Law Examination
    2015-10-30
Designations
  • Chartered Financial Consultant
Other Names
  • Rachel Arms

View on SEC IAPD

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