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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
OK RA APPROVED 2025-07-01
TX RA APPROVED 2023-06-06
  • OK RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2023-06-06

Branch Locations

1700 Alma Dr Ste 108, Plano, TX 75075-7019 • United States

600 E Brown St, Wylie, TX 75098 • 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
Adam Leggett Insurance Agency Wylie TX 07/2006 Present
State Farm Vp Management Corp Wylie TX 07/2006 05/2020
Adam Leggett Insurance Agency Plano TX 01/2018 Present
State Farm Vp Management Corp. Plano TX 01/2018 05/2020
State Farm Investment Management Corp Wylie TX 08/2018 06/2019
State Farm Vp Management Corp. Plano TX 05/2022 Present
State Farm Vp Managment Corp Wylie TX 05/2022 Present
State Farm Investment Management Corp Wylie TX 06/2023 Present
State Farm Investment Management Corp Plano TX 06/2023 Present
  • 07/2006 → Present
    Adam Leggett Insurance Agency
    Wylie, TX
  • 07/2006 → 05/2020
    State Farm Vp Management Corp
    Wylie, TX
  • 01/2018 → Present
    Adam Leggett Insurance Agency
    Plano, TX
  • 01/2018 → 05/2020
    State Farm Vp Management Corp.
    Plano, TX
  • 08/2018 → 06/2019
    Wylie, TX
  • 05/2022 → Present
    State Farm Vp Management Corp.
    Plano, TX
  • 05/2022 → Present
    State Farm Vp Managment Corp
    Wylie, TX
  • 06/2023 → Present
    Wylie, TX
  • 06/2023 → Present
    Plano, TX
Other Businesses

1) Adam Leggett Insurance Agency; Investment-related; 600 E Brown St Wylie TX 75098 and 1700 Alma Dr Ste 108 Plano, TX 75075-7019; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2006; 80; 80; Service customers and supervise employees 2) Livin Larj, LLC; investment-related; 4360 CR 551 Farmersville TX 75442; other, RV Park; partner; partner; 12/01/2021; 4; 0; Lending/Borrowing Activities, Control of the checkbook, Review bank statements, pay bills/Co-Signor on checking account, Make deposits in the checking account. 3) Eldan Legacy, LLC; Investment-related; 707 CR 1572 Carthage TX 75633; Investment or Commercial Property; Partner; Owner; None; 04/01/2023; 5; 0; review bank statements, make deposits in the checking account, pay bills/Co-signor on checking account, property upkeep and repair, this is a family lake house. 4) Birmingham Trust Board Member; non-investment-related; 100 W Jefferson Wylie TX 75098; Association/Committee/Council; Board Member; None; 08/01/2023; 1; 0; The IRS requires the non-profit to meet once annually. I am told 4-6 meetings per year is more accurate, I have been asked to be a board member on the Birmingham Trust. There are 4 board members plus the sitting mayor of Wylie. The Birmingham Trust is a 501 C3 Organization that gives grants to Wylie ISD for Mechanical Trades and Domestic Economy education. The trust investments are determined by the Executive Director and a 3rd party investment firm that does not answer to the board. The board is charged with approving submitted grant applications from WISD that fall under Mechanical Trades or Domestic Economy.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-09-30
  • S63 Uniform Securities Agent State Law Examination
    2005-09-30
Designations

View on SEC IAPD

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