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Joy Shannon Trotter

State Farm Investment Management Corp.

Roswell, GA

CRD 6978132

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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
GA RA APPROVED 2021-06-09
  • GA RA
    APPROVED
    Since 2021-06-09

Branch Locations

Roswell, GA • 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
Shannon Trotter Insurance Agency Hoover AL 01/2017 11/2020
State Farm Insurance Atlanta GA 08/2016 01/2017
State Farm Vp Management Corp. Hoover AL 07/2018 05/2019
State Farm Insurance Roswell GA 12/2020 Present
State Farm Vp Management Corp. Roswell GA 05/2021 Present
State Farm Investment Management Corp. Roswell GA 06/2021 Present
  • 01/2017 → 11/2020
    Shannon Trotter Insurance Agency
    Hoover, AL
  • 08/2016 → 01/2017
    State Farm Insurance
    Atlanta, GA
  • 07/2018 → 05/2019
    State Farm Vp Management Corp.
    Hoover, AL
  • 12/2020 → Present
    State Farm Insurance
    Roswell, GA
  • 05/2021 → Present
    State Farm Vp Management Corp.
    Roswell, GA
  • 06/2021 → Present
    Roswell, GA
Other Businesses

1) Besst Family Properties; Investment-Related; 430 Anshar Court Decatur, GA 30075; Investment or Commercial Property; Owner/Officer/President; 02/19/2024; 1; 1; Rental condo. 2) University of Alabama - Alabama Insurance Planning Commission; non-investment-related; P.0. 870224 Tuscaloosa, Al. 35487; University organization; Board Member; 03/01/2025; 1;1; fundraising.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-24
  • S63 Uniform Securities Agent State Law Examination
    2021-06-24
Designations
  • Chartered Financial Consultant
Other Names
  • Shannon Coker
  • Shannon Trotter

View on SEC IAPD

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