Casey Dwight Whitmarsh

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 11/2017
  Mark Hennessy Insurance Agency
  Falls Church, VA
• 02/2010 → 11/2017
  State Farm Vp Management Corp
  Falls Church, VA
• 11/2017 → 04/2018
  State Farm Insurance
  Dallas, TX
• 04/2018 → Present
  Casey Whitmarsh Insurance Agency
  Lorton, VA
• 09/2018 → Present
  State Farm Vp Management Corp
  Lorton, VA
• 01/2023 → Present
  Casey Whitmarsh Insurance Agency
  Burke, VA
• 01/2023 → Present
  State Farm Vp Management Corp
  Burke, VA
• 06/2023 → Present
  State Farm Investment Management Corp
  Lorton, VA
• 06/2023 → Present
  State Farm Investment Management Corp
  Burke, VA

Other Businesses

1) Casey Whitmarsh Insurance Agency; Investment-related; 7217 Lockport Pl Ste 100 Lorton, VA 22079-1596; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2018; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-16
• S63 Uniform Securities Agent State Law Examination
  2010-06-09