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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
GA RA APPROVED 2026-02-13
SC RA APPROVED 2024-08-27
  • GA RA
    APPROVED
    Since 2026-02-13
  • SC RA
    APPROVED
    Since 2024-08-27

Branch Locations

Columbia, SC • United States

136 S Church St. B, Lake City, SC 29560 • 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
Merrill Lynch, Pierce, Fenner & Smith Inc Columbia SC 02/2019 09/2023
Direct Surgical Equipment Columbia SC 02/2018 02/2019
The Tumble Tree Elgin SC 08/2013 08/2018
University Of South Carolina Columbia SC 08/2015 05/2019
State Farm Insurance Lugoff SC 07/2014 02/2019
Bank Of America, N.A. Columbia SC 08/2022 09/2023
Ubs Financial Services Colombia SC 09/2023 07/2024
Gary Patterson Insurance Agency Lugoff SC 07/2024 08/2024
State Farm Vp Management Corp Lugoff SC 07/2024 08/2024
State Farm Insurance Columbia SC 08/2024 01/2025
State Farm Investment Management Corp Columbia SC 08/2024 01/2025
State Farm Vp Management Corp Columbia SC 08/2024 01/2025
State Farm Investment Management Corp Lake City SC 01/2025 Present
State Farm Vp Management Corp Lake City SC 01/2025 Present
Alexis Smith Insurance Agency Lake City SC 01/2025 Present
  • 02/2019 → 09/2023
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Columbia, SC
  • 02/2018 → 02/2019
    Direct Surgical Equipment
    Columbia, SC
  • 08/2013 → 08/2018
    The Tumble Tree
    Elgin, SC
  • 08/2015 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 07/2014 → 02/2019
    State Farm Insurance
    Lugoff, SC
  • 08/2022 → 09/2023
    Bank Of America, N.A.
    Columbia, SC
  • 09/2023 → 07/2024
    Ubs Financial Services
    Colombia, SC
  • 07/2024 → 08/2024
    Gary Patterson Insurance Agency
    Lugoff, SC
  • 07/2024 → 08/2024
    State Farm Vp Management Corp
    Lugoff, SC
  • 08/2024 → 01/2025
    State Farm Insurance
    Columbia, SC
  • 08/2024 → 01/2025
    Columbia, SC
  • 08/2024 → 01/2025
    State Farm Vp Management Corp
    Columbia, SC
  • 01/2025 → Present
    Lake City, SC
  • 01/2025 → Present
    State Farm Vp Management Corp
    Lake City, SC
  • 01/2025 → Present
    Alexis Smith Insurance Agency
    Lake City, SC
Previous Registrations
Other Businesses

1) Alexis Smith's Insurance Agency; Investment-related; 136 S Church St B Lake City SC 29560; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees 2) The Palmetto Club; non-investment-related; 1231 Sumter St Columbia, SC 29201; Membership/Civic/Fraternal Organization; Board Member; none; 8/9/2023; 1; 0; Committee: Social dinner club that promotes business networking

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-05
  • S66 Uniform Combined State Law Examination
    2022-04-05
Other Names
  • Lexie Patterson
  • Alexis Dawn Patterson
  • Alexis Patterson

View on SEC IAPD

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