Steven Laurence Yap

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

• 04/2010 → Present
  Steven Yap Insurance Agency
  Marietta, GA
• 04/2010 → Present
  State Farm Vp Management Corp.
  Marietta, GA
• 10/2021 → Present
  State Farm Investment Management Corp
  Marietta, GA

Other Businesses

1) FRIENDS OF HOLLY SPRINGS POLICE FOUNDATION, INC; NON-INVESTMENT-RELATED; 3235 HOLLY SPRINGS PKWY, CANTON, GA 30115; 501-C WHOSE MISSION IS BUILD RELATIONSHIP WITH THE COMMUNITY AND IMPROVE THE SERVICES AND PERFORMANCE OF THE HOLLY SPRINGS POLICE DEPARTMENT AND IT'S OFFICERS; VICE PRESIDENT 0%; 9/25/14; CONDUCT MEETINGS, ORGANIZE EVENTS SUCH AS SHOP WITH A COP AND SPEAK ON BEHALF OF FOUNDATION AT LOCAL EVENTS.; 1 HRS/MO; 0 HR/MO. 2) Steven Yap's Insurance Agency; Insurance Agency; Investment-related; 3015 Canton Rd Ste 5 Marietta, GA 30066-3878; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2010; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-04-24

Designations

• Chartered Financial Consultant

Other Names

• Steve Yap