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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
DC RA APPROVED 2024-01-29
PA RA APPROVED 2023-07-26
DE RA APPROVED 2023-04-28
MD RA APPROVED 2023-04-28
VA RA APPROVED 2023-04-28
  • DC RA
    APPROVED
    Since 2024-01-29
  • PA RA
    APPROVED
    Since 2023-07-26
  • DE RA
    APPROVED
    Since 2023-04-28
  • MD RA
    APPROVED
    Since 2023-04-28
  • VA RA
    APPROVED
    Since 2023-04-28

Branch Locations

7910 Woodmont Ave Suite 850, Bethesda, MD 20814 • United States

11325 Seven Locks Rd Suite 291, Potomac, MD 20854 • 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
David Munson Insurance Agency Bethesda MD 08/2011 Present
State Farm Vp Management Corp. Bethesda MD 08/2011 Present
David Munson Insurance Agency Potomac MD 01/2019 Present
State Farm Vp Management Corp. Potomac MD 01/2019 Present
State Farm Investment Management Corp Potomac MD 04/2023 Present
State Farm Investment Management Corp Bethesda MD 04/2023 Present
  • 08/2011 → Present
    David Munson Insurance Agency
    Bethesda, MD
  • 08/2011 → Present
    State Farm Vp Management Corp.
    Bethesda, MD
  • 01/2019 → Present
    David Munson Insurance Agency
    Potomac, MD
  • 01/2019 → Present
    State Farm Vp Management Corp.
    Potomac, MD
  • 04/2023 → Present
    Potomac, MD
  • 04/2023 → Present
    Bethesda, MD
Other Businesses

1) Club Capital; non-investment-related; 4641 Montgomery Ave #300, Bethesda, MD 20814; Service Industry; Owner/Partner/50%; 02/01/2016; 16hr/mo. 0hr/mo.; Vote on investing in CD's or Money Market Accounts (bank products), Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account, oversee the business development side of the business primarily around the area of sales and marketing. 2) David Munson's Insurance Agency; Insurance Agency; Investment-related; 7910 Woodmont Ave Ste 850 Bethesda, MD 20814-7021; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2011; 80; 80; Service customers and supervise employees 3) DM Consulting Services LLC; Non-investment-related; 7910 Woodmont Ave Suite 880, Bethesda, MD 20814; Service Industry; Owner; President; 04/01/2022; 8; 8; Duties. 4) David Munson - Property #1 (personally held real estate); investment-related; 7 Perry Charleston, SC. 29403; Investment or Commercial Property; Owner; None; 12/01/2025; 0;0; Rental Property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-14
S63 Uniform Securities Agent State Law Examination 2012-08-11
  • S65 Uniform Investment Adviser Law Examination
    2023-04-14
  • S63 Uniform Securities Agent State Law Examination
    2012-08-11
Other Names
  • Dave Munson

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