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Tori Sherille Dacosta

State Farm Investment Management Corp.

Kannapolis, NC

CRD 6601116

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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
NC RA APPROVED 2018-12-21
  • NC RA
    APPROVED
    Since 2018-12-21

Branch Locations

Kannapolis, NC • 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 Kannapolis NC 08/2016 02/2017
State Farm Insurance Bloomington IL 02/2017 07/2017
Tori Dacosta Insurance Agency Charlotte NC 07/2017 08/2019
State Farm Vp Management Corp. Charlotte NC 06/2018 08/2019
State Farm Investment Management Corp Charlotte NC 11/2018 08/2019
State Farm Investment Management Corp. Kannapolis NC 08/2019 Present
State Farm Vp Management Corp. Kannapolis NC 08/2019 Present
State Farm Insurance Kannapolis NC 08/2019 Present
  • 08/2016 → 02/2017
    State Farm Vp Management Corp
    Kannapolis, NC
  • 02/2017 → 07/2017
    State Farm Insurance
    Bloomington, IL
  • 07/2017 → 08/2019
    Tori Dacosta Insurance Agency
    Charlotte, NC
  • 06/2018 → 08/2019
    State Farm Vp Management Corp.
    Charlotte, NC
  • 11/2018 → 08/2019
    Charlotte, NC
  • 08/2019 → Present
    Kannapolis, NC
  • 08/2019 → Present
    State Farm Vp Management Corp.
    Kannapolis, NC
  • 08/2019 → Present
    State Farm Insurance
    Kannapolis, NC
Other Businesses

1) Journey Stone LLC; non-investment-related; 415 Pisgah Church Rd Ste 212 Greensboro, NC 27455; Other (Book Sales); Owner; President; 01/03/2025; 20;0; Book sales and book talks/presentations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-21
S63 Uniform Securities Agent State Law Examination 2016-03-12
  • S65 Uniform Investment Adviser Law Examination
    2018-12-21
  • S63 Uniform Securities Agent State Law Examination
    2016-03-12
Other Names
  • Tori Sherille Elliott

View on SEC IAPD

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