Denise Valin Mote

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

• 01/2007 → Present
  State Farm Vp Management Corp
  Aurora, IL
• 03/2007 → Present
  Denise Mote Insurance Agency
  Aurora, IL
• 11/2018 → 06/2019
  State Farm Investment Management Corp
  Aurora, IL
• 04/2021 → Present
  State Farm Investment Management Corp.
  Aurora, IL

Other Businesses

1) Mote RE LLC; investment-related; 1965 W Downer Pl, Ste 202, Aurora, IL 60506; Investment or Commerical Property; Owner; 1/1/2019; 2; 1; Maintenance/Repairs. 2) Denise Mote's Insurance Agency; Insurance Agency; Investment-related; 1965 W Downer Pl Ste 202 Aurora, IL 60506-4385; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2007; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-29
• S63 Uniform Securities Agent State Law Examination
  2005-10-24

Other Names

• Denise Valin Yochum