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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
WV RA APPROVED 2023-06-01
IN RA APPROVED 2023-05-31
KY RA APPROVED 2023-05-31
  • WV RA
    APPROVED
    Since 2023-06-01
  • IN RA
    APPROVED
    Since 2023-05-31
  • KY RA
    APPROVED
    Since 2023-05-31

Branch Locations

2614 Richmond Rd, Lexington, KY 40509 • 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
Tony Rhoades Insurance Agency Scottsville KY 11/2014 06/2017
State Farm Vp Management Corp. Scottsville KY 01/2016 06/2017
State Farm Vp Management Corp. Old Hickory TN 06/2017 12/2017
Chris Slaughter Insurance Agency Old Hickory TN 06/2017 12/2017
Adam Mcdonald Insurance Agency Lexington KY 05/2018 Present
State Farm Vp Management Corp. Lexington KY 02/2019 Present
State Farm Insurance Lexington KY 12/2017 04/2018
State Farm Investment Management Corp Lexington KY 05/2023 Present
  • 11/2014 → 06/2017
    Tony Rhoades Insurance Agency
    Scottsville, KY
  • 01/2016 → 06/2017
    State Farm Vp Management Corp.
    Scottsville, KY
  • 06/2017 → 12/2017
    State Farm Vp Management Corp.
    Old Hickory, TN
  • 06/2017 → 12/2017
    Chris Slaughter Insurance Agency
    Old Hickory, TN
  • 05/2018 → Present
    Adam Mcdonald Insurance Agency
    Lexington, KY
  • 02/2019 → Present
    State Farm Vp Management Corp.
    Lexington, KY
  • 12/2017 → 04/2018
    State Farm Insurance
    Lexington, KY
  • 05/2023 → Present
    Lexington, KY
Other Businesses

1) Adam McDonald's Insurance Agency; Investment-related; 2573 Richmond Rd Ste 350 Lexington, KY 40509-1522; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2018; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2016-02-25
  • S65 Uniform Investment Adviser Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2016-02-25

View on SEC IAPD

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