Kathryne Grace Townsend

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
VA	RA	APPROVED	2024-10-22
GA	RA	APPROVED	2024-10-21
SC	RA	APPROVED	2021-05-26
NC	RA	APPROVED	2021-04-28

VA RA
APPROVED

Since 2024-10-22
GA RA
APPROVED

Since 2024-10-21
SC RA
APPROVED

Since 2021-05-26
NC RA
APPROVED

Since 2021-04-28

Branch Locations

5066 Peters Creek Pkwy, Winston Salem, NC 27127-7276 • 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
Kathryne Townsend Insurance Agency	Winston Salem	NC	09/2017	Present
State Farm Vp Management Corp	Winston Salem	NC	11/2020	Present
State Farm Insurance	Atlanta	GA	04/2017	09/2017
Stacy Ochs Insurance Agency	Schenectady	NC	12/2015	04/2017
State Farm Investment Management Corp.	Salem	NC	04/2021	Present

09/2017 → Present

Kathryne Townsend Insurance Agency

Winston Salem, NC
11/2020 → Present

State Farm Vp Management Corp

Winston Salem, NC
04/2017 → 09/2017

State Farm Insurance

Atlanta, GA
12/2015 → 04/2017

Stacy Ochs Insurance Agency

Schenectady, NC
04/2021 → Present

State Farm Investment Management Corp.

Salem, NC

Other Businesses

1) Kathryne Townsend's Insurance Agency; Insurance Agency; Investment-related; 5066 Peters Creek Pkwy Winston Salem, NC 27127-7276; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2017; 80; 80; Service customers and supervise employees 2) Weatherstone HOA; non-investment related; 4637 Woodway Dr, Kernersville, NC 27284; Association/Committee/Council; Board member; none; 12/01/2024;5;0; Organize committees for community events and approve or deny community improvements and betterments. 3) Marine Corps League; non-investment-related; 111 Miller St. Winston Salem, NC. 27103; Membership/Civic/Fraternal Organization; Officer; Secretary; 06/01/2025; 2;0; taking meeting minutes and reporting them to Commandant of the League.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-26
S63	Uniform Securities Agent State Law Examination	2020-12-22

S65 Uniform Investment Adviser Law Examination

2021-03-26
S63 Uniform Securities Agent State Law Examination

2020-12-22

Other Names

Kathryne Grace Mccoy

View on SEC IAPD