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Terri Michelle Nicholson

State Farm Investment Management Corp.

Kosciusko, MS

CRD 7175823

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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
AL RA APPROVED 2023-06-20
AR RA APPROVED 2023-06-19
LA RA APPROVED 2023-06-19
MS RA APPROVED 2023-06-19
  • AL RA
    APPROVED
    Since 2023-06-20
  • AR RA
    APPROVED
    Since 2023-06-19
  • LA RA
    APPROVED
    Since 2023-06-19
  • MS RA
    APPROVED
    Since 2023-06-19

Branch Locations

116 North Jackson St, Kosciusko, MS 39090 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Michelle Nicholson Insurance Agency Kosciusko MS 07/2018 Present
State Farm Insurance Bloomington IL 02/2018 06/2018
Nh Williams Insurance Company Greenville MS 07/2016 01/2018
State Farm Vp Management Corp. Kosciusko MS 09/2019 04/2020
State Farm Vp Management Corp Kosciusko MS 01/2022 Present
State Farm Investment Management Corp Kosciusko MS 06/2023 Present
  • 07/2018 → Present
    Michelle Nicholson Insurance Agency
    Kosciusko, MS
  • 02/2018 → 06/2018
    State Farm Insurance
    Bloomington, IL
  • 07/2016 → 01/2018
    Nh Williams Insurance Company
    Greenville, MS
  • 09/2019 → 04/2020
    State Farm Vp Management Corp.
    Kosciusko, MS
  • 01/2022 → Present
    State Farm Vp Management Corp
    Kosciusko, MS
  • 06/2023 → Present
    Kosciusko, MS
Other Businesses

1) KOSCIUSKO ARTS FOUNDATION; non-investment-related; Kosciusko, MS 39090; public service; board member; 12/1/2021; 1; 0; none. 2) KOSCIUSKO FOUNDTION FOR EXCELLENCE IN EDUCATION; non-investment-related; PO BOX 1184, Kosciusko, MS 39090; board member; 2/1/2022; 1; 0; none. 3) Michelle Nicholson's Insurance Agency; Insurance Agency; Investment-related; 116 N Jackson St Kosciusko, MS 39090-3730; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2018; 80; 80; Service customers and supervise employees 4) Rotary District 6820; non-investment; 2115 5th St, Meridian, MS 39301; membership/civic/fraternal organization; 7/1/2022; 2; 1; none. 5) Chelle's Southern Soiree; Investment-Related; 916 South Natchez Kosciusko, MS 39090; Service Industry; Owner; President; 04/29/2024; 10; 2; Catering.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-14
S63 Uniform Securities Agent State Law Examination 2022-05-28
  • S65 Uniform Investment Adviser Law Examination
    2023-06-14
  • S63 Uniform Securities Agent State Law Examination
    2022-05-28
Other Names
  • Terri Michelle Cochran
  • Michelle Cochran Nicholson
  • Terri Michelle Nicholson
  • Terri Cochran Nicholson
  • Terri Michelle Cochran Nicholson

View on SEC IAPD

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