Chad Smith

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2024 → 10/2025
  Earl Gordon Insurance Agency
  Dallas, TX
• 02/2025 → 02/2026
  State Farm Vp Management Corp
  Dallas, TX
• 01/2015 → 06/2020
  Apex Valuations
  Dallas, TX
• 09/2020 → 06/2022
  Lockett N Homes
  Irving, TX
• 06/2022 → 01/2023
  Aloft Appraisal
  Plano, TX
• 01/2023 → 03/2024
  Unemployed
  Providence Village, TX
• 11/2025 → 02/2026
  State Farm Investment Management Corp
  Dallas, TX
• 10/2025 → 02/2026
  Sean Gregory Insurance Agency
  Dallas, TX
• 02/2026 → 07/2026
  State Farm Investment Management Corp
  Providence, TX
• 02/2026 → 07/2026
  State Farm Vp Management Corp
  Providence, TX
• 02/2026 → 07/2026
  State Farm Insurance
  Providence, TX
• 07/2026 → Present
  State Farm Investment Management Corp
  Southlake, TX
• 07/2026 → Present
  State Farm Vp Management Corp
  Southlake, TX
• 07/2026 → Present
  Chad Smith Insurance Agency
  Southlake, TX

Other Businesses

1) Chad Smith Insurance Agency; Investment-related; 700 N Carroll Ave Ste 130 Southlake, TX 76092-6459; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2026; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-12
• S63 Uniform Securities Agent State Law Examination
  2025-05-20