Best Investors Account Sign in
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
FL RA APPROVED 2021-09-30
  • FL RA
    APPROVED
    Since 2021-09-30

Branch Locations

3279 Daniels Rd Ste. 106, Winter Garden, FL 34787-7010 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shannon Till Insurance Agency Winter Garden FL 03/2014 Present
State Farm Vp Management Corp Winter Garden FL 03/2014 Present
State Farm Investment Management Corp Winter Green FL 08/2021 Present
  • 03/2014 → Present
    Shannon Till Insurance Agency
    Winter Garden, FL
  • 03/2014 → Present
    State Farm Vp Management Corp
    Winter Garden, FL
  • 08/2021 → Present
    Winter Green, FL
Other Businesses

1) Till Insurance group; non-investment-related; 1620 Daniels Rd Ste 110 Winter Garden FL 34787; other; owner; president; 12/01/2022; 10; 0; build office building with rentable space. It currently only has my State Farm office but around 12/2022 I will lease it to other businesses. I have it is the name of an LLC. Disclosing in advance. 2) Home Grove LLC; Investment-related; 1620 DANIELS RD STE 100 Winter Garden, FL 34787; Investment or Commercial Property; Owner; President; 3/1/2024; 1; 0; Duties. 3) George's Place LLC; Investment-related; 1620 Daniels rd. ste 110 Winter Garden, FL 34787; Investment or Commercial Property; Owner; President; 10/15/2023; 1; 0; Duties 4) Antler Hill; Investment-related; 1620 Daniels Rd ster 110 Winter Garden, FL 34787; Investment or Commercial Property; Owner; President; 10/1/2006; 1; 0; Duties. 5) Charles Place LLC; investment-related; 418 Charles St Winter Garden FL 34787; investment or Commercial Property; Owner; President; 11/14/2022; 1; 1; rental home, make deposits in the checking account. 6) 220 Oakland LLC; investment-related; 202 W Oakland Ave, Oakland FL Oakland FL 34787; investment or Commercial Property; Partner; Vice President; 07/18/2024; 1;0; real estate. 7) The Committee of Florida Agents (COFA); non-investment-related; 1620 DANIELS RD STE 110 WINTER GARDEN, FL. 34787; Association/Committee/Council; Board Member; None; 10/01/2023; The Committee of Florida Agents (COFA) is a Political Committee (PC) under the election laws of the State of Florida. 8) The Committee of Florida Agents (COFA); non-investment-related; 1620 DANIELS RD STE 110 WINTER GARDEN FL. 34787; Association/Committee/Council; Board Member; None; 10/01/2023; 2;2; The Committee of Florida Agents (COFA) is a Political Committee (PC) under the election laws of the State of Florida.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-17
  • S63 Uniform Securities Agent State Law Examination
    2009-07-17
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Winter Garden, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor