Diego Lecolant

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

• 06/2014 → 07/2018
  Suntrust Investment Services
  Atlanta, GA
• 04/2014 → 07/2018
  Suntrust Bank
  Charlotte, NC
• 07/2018 → 04/2022
  Suntrust Investment Services Inc
  Atlanta, GA
• 07/2018 → 04/2022
  Suntrust Bank
  Charlotte, NC
• 05/2022 → Present
  Rich Lyon Insurance Agency
  Denver, NC
• 05/2022 → Present
  State Farm Vp Management Corp.
  Denver, NC

Previous Registrations

• 2020-05-27 → 2022-04-05
  Truist Advisory Services, Inc.
  Charlott, NC
  Charlotte, NC

Other Businesses

1) Rich Lyon Insurance Agency; Investment-related;7490 Wtrsd Xing Blvd Ste 200-D Denver, NC 28037-3004; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 04/12/2022; 80; 80; Service customers 2) New Era Academy; NOT investment-related; 10128 Garman Hill Drive Charlotte, NC 28214; Education; Board Member; Secretary; 05/1/2024; 10; 0; Duties: non-profit providing education to our youth in financial literacy, mental health, and physical wellness

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-26
• S63 Uniform Securities Agent State Law Examination
  2018-09-12

Other Names

• Diego N/A Lecolant