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Joseph Gregory Mcalpin

State Farm Investment Management Corp.

Gilbert, AZ

Tempe, AZ

CRD 8235363

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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
AZ RA APPROVED 2026-04-09
  • AZ RA
    APPROVED
    Since 2026-04-09

Branch Locations

3885 S Val Vista Dr #101, Gilbert, AZ 85297 • United States

Tempe, AZ • 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
Greg Mcalpin Insurance Agency Gilbert AZ 01/2025 Present
Greg Mcalpin Insurance Agency Gilbert AZ 06/2019 01/2025
State Farm Insurance Company Tempe AZ 01/2019 05/2019
State Farm Vp Management Corp Gilbert AZ 03/2026 Present
Sam Winter Insurance Agency, Inc. Phoenix AZ 06/2017 12/2018
Fujifilm Electronic Materials Mesa AZ 06/2016 06/2017
State Farm Investment Management Corp Gilbert AZ 03/2026 Present
  • 01/2025 → Present
    Greg Mcalpin Insurance Agency
    Gilbert, AZ
  • 06/2019 → 01/2025
    Greg Mcalpin Insurance Agency
    Gilbert, AZ
  • 01/2019 → 05/2019
    State Farm Insurance Company
    Tempe, AZ
  • 03/2026 → Present
    State Farm Vp Management Corp
    Gilbert, AZ
  • 06/2017 → 12/2018
    Sam Winter Insurance Agency, Inc.
    Phoenix, AZ
  • 06/2016 → 06/2017
    Fujifilm Electronic Materials
    Mesa, AZ
  • 03/2026 → Present
    Gilbert, AZ
Other Businesses

Greg McAlpin Insurance Agency; Investment-related; 3885 S Val Vista Dr Ste 101 Gilbert, AZ 85297; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2019; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-20
S65 Uniform Investment Adviser Law Examination 2026-02-06
  • S63 Uniform Securities Agent State Law Examination
    2026-02-20
  • S65 Uniform Investment Adviser Law Examination
    2026-02-06

View on SEC IAPD

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