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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
VA RA APPROVED 2023-07-13
  • VA RA
    APPROVED
    Since 2023-07-13

Branch Locations

1741 Erickson Ave #B, Dayton, VA 22801 • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shannon Lokey Insurance Agency Dayton VA 03/2009 11/2022
State Farm Vp Management Corp. Dayton VA 03/2009 11/2022
State Farm Investment Management Corp Dayton VA 10/2018 06/2019
Shannon Lokey Insurance Agency Stuarts Draft VA 03/2020 Present
State Farm Vp Management Corp. Stuarts Draft VA 03/2020 Present
Shannon Lokey Insurance Agency Harrisonburg VA 11/2022 Present
State Farm Vp Management Corp. Harrisonburg VA 11/2022 Present
State Farm Investment Management Corp Harrisonburg VA 07/2023 Present
  • 03/2009 → 11/2022
    Shannon Lokey Insurance Agency
    Dayton, VA
  • 03/2009 → 11/2022
    State Farm Vp Management Corp.
    Dayton, VA
  • 10/2018 → 06/2019
    Dayton, VA
  • 03/2020 → Present
    Shannon Lokey Insurance Agency
    Stuarts Draft, VA
  • 03/2020 → Present
    State Farm Vp Management Corp.
    Stuarts Draft, VA
  • 11/2022 → Present
    Shannon Lokey Insurance Agency
    Harrisonburg, VA
  • 11/2022 → Present
    State Farm Vp Management Corp.
    Harrisonburg, VA
  • 07/2023 → Present
    Harrisonburg, VA
Other Businesses

1) Lokey Enterprises LLC/DBA College Hunks Hauling Junk & Moving; Non-investment-related; 1020 Linden Ave, Charlottesville, VA 22902; Service Industry; Partner; Partner; 11/8/2021; 0; 0; No duties. 2) Shannon Lokey's Insurance Agency; Insurance Agency; Investment-related; 1741 Erickson Ave, # B, Harrisonburg, VA 22801-8555; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2009; 80; 80; Service customers and supervise employees 3) LowKey Properties LLC; Investment-related: 3518 Earthshine Way, Rockingham, VA 22801; Owner of property that I will own in the name of the LLC and rent to my State Farm office as the tenant; 06/01/2022; 2;2;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-29
S63 Uniform Securities Agent State Law Examination 2008-09-11
  • S65 Uniform Investment Adviser Law Examination
    2023-06-29
  • S63 Uniform Securities Agent State Law Examination
    2008-09-11

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