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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-04
  • TX RA
    APPROVED
    Since 2023-01-04

Branch Locations

3000 Joe Dimaggio Blvd Suite 2, Round Rock, TX 78665 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nancy Callahan Insurance Agency Austin TX 05/1997 12/2022
State Farm Vp Management Corp Austin TX 03/2005 12/2022
State Farm Insurance Cedar Park TX 12/2022 05/2023
State Farm Investment Management Corp Cedar Park TX 12/2022 05/2023
State Farm Vp Managment Corp Cedar Park TX 12/2022 05/2023
Shonda Hetherington Insurance Agency Round Rock TX 05/2023 Present
State Farm Investment Management Corp Round Rock TX 05/2023 Present
State Farm Vp Managment Corp Round Rock TX 05/2023 Present
  • 05/1997 → 12/2022
    Nancy Callahan Insurance Agency
    Austin, TX
  • 03/2005 → 12/2022
    State Farm Vp Management Corp
    Austin, TX
  • 12/2022 → 05/2023
    State Farm Insurance
    Cedar Park, TX
  • 12/2022 → 05/2023
    Cedar Park, TX
  • 12/2022 → 05/2023
    State Farm Vp Managment Corp
    Cedar Park, TX
  • 05/2023 → Present
    Shonda Hetherington Insurance Agency
    Round Rock, TX
  • 05/2023 → Present
    Round Rock, TX
  • 05/2023 → Present
    State Farm Vp Managment Corp
    Round Rock, TX
Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 12/17/22; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
S63 Uniform Securities Agent State Law Examination 2005-08-01
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10
  • S63 Uniform Securities Agent State Law Examination
    2005-08-01
Other Names
  • Shonda Michelle Davis

View on SEC IAPD

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