Katherine Elizabeth Patrick

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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-17
GA	RA	APPROVED	2024-03-11
NC	RA	APPROVED	2024-03-07
SC	RA	APPROVED	2024-03-07
VA	RA	APPROVED	2024-03-07

FL RA
APPROVED

Since 2025-11-17
GA RA
APPROVED

Since 2024-03-11
NC RA
APPROVED

Since 2024-03-07
SC RA
APPROVED

Since 2024-03-07
VA RA
APPROVED

Since 2024-03-07

Branch Locations

318 W Catawba Ave, Mount Holly, NC 28120 • United States

Charlotte, 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

Organization	City	State	From	To
Alex Wakefield Insurance Agency	North Canton	OH	06/2019	09/2021
Fairfield Medical Associated	Winnsboro	SC	12/2018	06/2020
My Eye Dr	Tallahassee	FL	08/2018	12/2018
Student At Fsu	Tallahassee	FL	08/2016	08/2018
State Farm Vp Management Corp	North Canton	OH	11/2020	01/2022
Katherine Patrick Insurance Agency	Mount Holly	NC	02/2022	Present
State Farm Vp Management Corp	Mount Holly	NC	12/2022	Present
State Farm Investment Management Corp	Mount Holly	NC	03/2024	Present

06/2019 → 09/2021

Alex Wakefield Insurance Agency

North Canton, OH
12/2018 → 06/2020

Fairfield Medical Associated

Winnsboro, SC
08/2018 → 12/2018

My Eye Dr

Tallahassee, FL
08/2016 → 08/2018

Student At Fsu

Tallahassee, FL
11/2020 → 01/2022

State Farm Vp Management Corp

North Canton, OH
02/2022 → Present

Katherine Patrick Insurance Agency

Mount Holly, NC
12/2022 → Present

State Farm Vp Management Corp

Mount Holly, NC
03/2024 → Present

State Farm Investment Management Corp

Mount Holly, NC

Other Businesses

1) Katherine Patrick's Insurance Agency; Investment-related; 318 W Catawba Ave Mount Holly, NC 28120; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2022; 80; 80; Service customers and supervise employees. 2) KP Property Solutions; Investment-Related; 318 W Catawba Ave Mount Holly, NC 28120; Investment or Commercial Property; Owner/President; 07/01/2024; 5; 0; rental property.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-11-10

S63 Uniform Securities Agent State Law Examination

2022-11-10

Designations

Chartered Financial Consultant

View on SEC IAPD