Paul Steven Milazzo

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

Authority	Category	Status	Date
FL	RA	APPROVED	2023-07-21
GA	RA	APPROVED	2023-05-15
AL	RA	APPROVED	2023-05-12
MS	RA	APPROVED	2023-05-12

FL RA
APPROVED

Since 2023-07-21
GA RA
APPROVED

Since 2023-05-15
AL RA
APPROVED

Since 2023-05-12
MS RA
APPROVED

Since 2023-05-12

Branch Locations

3500 Montlimar Plaza Dr Suite A, Mobile, AL 36609 • 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

Organization	City	State	From	To
State Farm Vp Management Corp	Mobile	AL	07/2016	Present
Paul Milazzo Insurance Agency	Mobile	AL	07/2016	Present
State Farm Investment Management Corp	Mobile	AL	05/2023	Present

07/2016 → Present

State Farm Vp Management Corp

Mobile, AL
07/2016 → Present

Paul Milazzo Insurance Agency

Mobile, AL
05/2023 → Present

State Farm Investment Management Corp

Mobile, AL

Other Businesses

1) Scarn LLC; Investment related; 3500 Montlimar Dr, Mobile, Al 36609; Investment or Commercial Property; owner; 1/31/2020; 1; 0; own and lease the property. 2) Paul Milazzo's Insurance Agency; Insurance Agency; Investment-related; 3500 Montlimar Plaza Dr. Ste B Mobile, AL 36609-1652; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2016; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-09
S63	Uniform Securities Agent State Law Examination	2014-08-02

S65 Uniform Investment Adviser Law Examination

2023-05-09
S63 Uniform Securities Agent State Law Examination

2014-08-02

View on SEC IAPD