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Shawna Nicole Krivoy

State Farm Investment Management Corp.

Coto De Caza, CA

CRD 6271386

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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
CA RA APPROVED 2021-06-02
  • CA RA
    APPROVED
    Since 2021-06-02

Branch Locations

Coto De Caza, 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 Rancho Santa Margarita CA 02/2019 06/2019
State Farm Vp Management Corp. Rancho Santa Margarita CA 02/2019 06/2019
Shawna Krivoy Insurance Agency Timonium MD 08/2014 01/2019
State Farm Vp Management Corp. Timonium MD 08/2014 01/2019
State Farm Vp Management Corp. Coto De Caza CA 06/2019 Present
State Farm Insurance Coto De Caza CA 06/2019 Present
State Farm Investment Management Corp. Coto De Caza CA 06/2021 Present
  • 02/2019 → 06/2019
    State Farm Insurance
    Rancho Santa Margarita, CA
  • 02/2019 → 06/2019
    State Farm Vp Management Corp.
    Rancho Santa Margarita, CA
  • 08/2014 → 01/2019
    Shawna Krivoy Insurance Agency
    Timonium, MD
  • 08/2014 → 01/2019
    State Farm Vp Management Corp.
    Timonium, MD
  • 06/2019 → Present
    State Farm Vp Management Corp.
    Coto De Caza, CA
  • 06/2019 → Present
    State Farm Insurance
    Coto De Caza, CA
  • 06/2021 → Present
    Coto De Caza, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-01-09
  • S63 Uniform Securities Agent State Law Examination
    2019-01-09
Designations
  • Chartered Financial Consultant
Other Names
  • Shawna Nicole Schweitzer

View on SEC IAPD

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