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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 2025-02-10
TX RA APPROVED 2024-05-08
  • OK RA
    APPROVED
    Since 2025-02-10
  • TX RA
    APPROVED
    Since 2024-05-08

Branch Locations

11647 S. Hwy 6, Sugar Land, TX 77498 • 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 Sugar Land TX 07/2014 Present
Lisa Sims Insurance Agency Sugar Land TX 03/2015 Present
State Farm Investment Management Corp Sugar Land TX 05/2024 Present
  • 07/2014 → Present
    State Farm Vp Management Corp
    Sugar Land, TX
  • 03/2015 → Present
    Lisa Sims Insurance Agency
    Sugar Land, TX
  • 05/2024 → Present
    Sugar Land, TX
Other Businesses

1) Lisa Sims's Insurance Agency; Insurance Agency; Investment-related; 11647 S Highway 6 Sugar Land, TX 77498-1302; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2015; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-30
S63 Uniform Securities Agent State Law Examination 2014-08-21
  • S65 Uniform Investment Adviser Law Examination
    2024-04-30
  • S63 Uniform Securities Agent State Law Examination
    2014-08-21
Other Names
  • Lisa Elizabeth Nero

View on SEC IAPD

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