William Norfolk

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

• 09/2021 → Present
  William Norfolk Insurance Agency
  Deer Park, TX
• 04/2026 → Present
  State Farm Vp Management Corp.
  Deer Park, TX
• 04/2021 → 09/2021
  State Farm Insurance
  Deer Park, TX
• 05/2018 → 04/2021
  Petwell Partners Llc
  Houston, TX
• 06/2013 → 05/2018
  Petwell Partners, Llc
  Houston, TX
• 04/2026 → Present
  State Farm Investment Management Corp
  Deer Park, TX

Other Businesses

1) William Norfolk's Insurance Agency; Investment-related; 4418 Center St Ste A Deer Park, TX 77536; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;9/1/2021; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-02

Designations

• Chartered Financial Consultant