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Lisa Whitaker

State Farm Investment Management Corp.

Murrieta, CA

CRD 5625636

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2019-06-18
CA RA APPROVED 2019-06-17
  • AZ RA
    APPROVED
    Since 2019-06-18
  • CA RA
    APPROVED
    Since 2019-06-17

Branch Locations

Murrieta, CA • 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 Insurance Murrieta CA 07/2015 Present
State Farm Vp Management Corp Murrieta CA 07/2015 Present
State Farm Investment Management Corp Murrieta CA 08/2018 Present
  • 07/2015 → Present
    State Farm Insurance
    Murrieta, CA
  • 07/2015 → Present
    State Farm Vp Management Corp
    Murrieta, CA
  • 08/2018 → Present
    State Farm Investment Management Corp
    Murrieta, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-17
S63 Uniform Securities Agent State Law Examination 2009-01-12
  • S65 Uniform Investment Adviser Law Examination
    2019-06-17
  • S63 Uniform Securities Agent State Law Examination
    2009-01-12
Other Names
  • Lisa Erica Lavander

View on SEC IAPD

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