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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
MO RA APPROVED 2026-03-26
  • MO RA
    APPROVED
    Since 2026-03-26

Branch Locations

Columbia, MO • 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
State Farm Vp Management Corp. Columbia SC 11/2014 01/2017
State Farm Insurance Columbia SC 11/2014 01/2017
State Farm Vp Management Corp. Tempe AZ 01/2017 06/2020
State Farm Insurance Tempe AZ 01/2017 03/2020
State Farm Insurance Tempe AZ 03/2020 06/2020
State Farm Insurance Dunwoody GA 06/2020 06/2024
State Farm Vp Management Corp Dunwoody GA 06/2020 Present
State Farm Insurance Dunwoody GA 06/2024 02/2026
State Farm Insurance Dunwoody GA 02/2026 Present
State Farm Investment Management Corp Dunwoody GA 02/2026 Present
  • 11/2014 → 01/2017
    State Farm Vp Management Corp.
    Columbia, SC
  • 11/2014 → 01/2017
    State Farm Insurance
    Columbia, SC
  • 01/2017 → 06/2020
    State Farm Vp Management Corp.
    Tempe, AZ
  • 01/2017 → 03/2020
    State Farm Insurance
    Tempe, AZ
  • 03/2020 → 06/2020
    State Farm Insurance
    Tempe, AZ
  • 06/2020 → 06/2024
    State Farm Insurance
    Dunwoody, GA
  • 06/2020 → Present
    State Farm Vp Management Corp
    Dunwoody, GA
  • 06/2024 → 02/2026
    State Farm Insurance
    Dunwoody, GA
  • 02/2026 → Present
    State Farm Insurance
    Dunwoody, GA
  • 02/2026 → Present
    Dunwoody, GA
Other Businesses

1) Girl Scout Troop Cookie Drive Coordinator; Non-Investment Related; 7110 North 6th Avenue, Phoenix, AZ 85021; Coordinator; Coordinate the annual cookie drive for my daughter's girl scout troop.; 12/9/2018; I would have responsibilities to ensure cookie sales funds from my daughter's troop are returned back to the Girl Scouts for their annual drive.; 8 HR/MO & 0 HR/MO.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-10
S65 Uniform Investment Adviser Law Examination 2025-02-27
  • S63 Uniform Securities Agent State Law Examination
    2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-02-27
Other Names
  • Lisa Kalein Prentice
  • Lisa Kalein Mcdaniel

View on SEC IAPD

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