Willis Carlton Morrison

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

• 06/2016 → Present
  Willis Morrison Insurance Agency
  Murphy, TX
• 06/2016 → Present
  State Farm Vp Management Corp
  Murphy, TX
• 08/2018 → Present
  State Farm Investment Management Corp.
  Murphy, TX
• 12/2022 → Present
  Willis Morrison Insurance Agency
  Coppell, TX
• 12/2022 → Present
  State Farm Investment Management Corp.
  Coppell, TX
• 12/2022 → Present
  State Farm Vp Management Corp
  Coppell, TX

Previous Registrations

• 2015-04-17 → 2016-03-11
  J.P. Morgan Securities Llc
  Richardson, TX
• 2014-09-17 → 2015-04-06
  Equitable Advisors, Llc
  Dallas, TX
  Rockwall, TX
  Dallas, TX

Other Businesses

1) Willis Morrison's Insurance Agency; Insurance Agency; Investment-related; 158 W Fm 544 Ste 120 Murphy, TX 75094-4800; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2016; 80; 80; Service customers and supervise employees 2) Willis Morrison III - Property #1 (Personally Held Real Estate); investment-related; 3137 Honeycomb Way Royse City, Texas 75189; Investment or Commercial Property; Owner; none; 7/1/2020; 1; 0; Duties: Personally Held Real Estate 3) Willis Morrison III - Property #2 (Personally Held Real Estate); investment-related; 500 Cottage Pl Lavon, TX 75166; Investment or Commercial Property; Owner; none; 6/1/2022; 1; 0; Duties: Personally Held Real Estate 4) Willis Morrison III - Property #3 (Personally Held Real Estate); investment-related; 144 Xtreme Ln Broken Bow, OK 74728; Investment or Commercial Property; Owner; none; 11/1/2021; 1; 0; Duties: Personally Held Real Estate 5) Willis Morrison III - Property #4 (Personally Held Real Estate); investment-related; 282 Xpress Ln Broken Bow, OK 74728; Investment or Commercial Property; Owner; none; 11/1/2021; 1; 0; Duties: Personally Held Real Estate 6) Willis Morrison III - Property #5 (Personally Held Real Estate); investment; 356 Lukfata Fork Trail Hochatown, OK 74728; Investment or Commercial Property; Owner; none; 9/1/2024; 1; 0; Duties: Personally Held Real Estate. 7) Morris Code Ranch LLC; non-investment-related; 1000 CR 3220 Clarksville TX 75426; Hay Farm; Partner; 08/05/2024; 2; 0; Grow and sale of hay for livestock.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-12

Other Names

• Willis Morrison
• Willis C Morrison
• Willis C Morrison
• Willis Carlton Morrison
• Willis Morrison