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Christina Pate Smith

State Farm Investment Management Corp.

Huntsville, AL

CRD 5664033

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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
AL RA APPROVED 2023-06-27
  • AL RA
    APPROVED
    Since 2023-06-27

Branch Locations

7262 Governors West Nw Ste 103, Huntsville, AL 35806-2378 • 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
Christina Smith Insurance Agency Huntsville AL 01/2010 Present
State Farm Vp Management Corp. Huntsville AL 01/2010 Present
State Farm Investment Management Corp Huntsville AL 06/2023 Present
  • 01/2010 → Present
    Christina Smith Insurance Agency
    Huntsville, AL
  • 01/2010 → Present
    State Farm Vp Management Corp.
    Huntsville, AL
  • 06/2023 → Present
    Huntsville, AL
Other Businesses

1) Christina Smith's Insurance Agency; Insurance Agency; Investment-related; 7262 Governors West NW Ste 103 Huntsville, AL 35806-2378; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2010; 80; 80; Service customers and supervise employees. 2) New Covenant LLC; Investment-related; 107 Megans Mews Dr Harvest AL 35749; Investment or Commercial Property; Owner; 02/03/2023; 0; 0; Control of the checkbook.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-08
S63 Uniform Securities Agent State Law Examination 2009-06-13
  • S65 Uniform Investment Adviser Law Examination
    2023-06-08
  • S63 Uniform Securities Agent State Law Examination
    2009-06-13
Other Names
  • Christy Smith
  • Christy Pate

View on SEC IAPD

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