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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
GA RA APPROVED 2022-06-29
  • GA RA
    APPROVED
    Since 2022-06-29

Branch Locations

840 Kennesaw Ave Nw Ste B11, Marietta, GA 30060-7907 • United States

650 Henderson Drive Suite 106, Cartersville, GA 30120 • 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
Ryan Young Insurance Agency Kennesaw GA 08/2018 08/2022
Longhorn Kennesaw GA 01/2016 12/2018
State Farm Vp Management Corp Kennesaw GA 11/2021 08/2022
State Farm Investment Management Corp Kennesaw GA 06/2022 08/2022
State Farm Vp Management Corp Acworth GA 08/2022 01/2023
State Farm Investment Management Corp Acworth GA 08/2022 01/2023
State Farm Insurance Acworth GA 08/2022 01/2023
State Farm Investment Management Corp Cartersville GA 01/2023 Present
State Farm Vp Management Corp Cartersville GA 01/2023 Present
Matthew Scott Insurance Agency Cartersville GA 01/2023 Present
  • 08/2018 → 08/2022
    Ryan Young Insurance Agency
    Kennesaw, GA
  • 01/2016 → 12/2018
    Longhorn
    Kennesaw, GA
  • 11/2021 → 08/2022
    State Farm Vp Management Corp
    Kennesaw, GA
  • 06/2022 → 08/2022
    Kennesaw, GA
  • 08/2022 → 01/2023
    State Farm Vp Management Corp
    Acworth, GA
  • 08/2022 → 01/2023
    Acworth, GA
  • 08/2022 → 01/2023
    State Farm Insurance
    Acworth, GA
  • 01/2023 → Present
    Cartersville, GA
  • 01/2023 → Present
    State Farm Vp Management Corp
    Cartersville, GA
  • 01/2023 → Present
    Matthew Scott Insurance Agency
    Cartersville, GA
Other Businesses

1) Matthew Scott Insurance Agency; Investment-related; 650 Henderson Drive Suite 106 Cartersville GA 30120 and 840 Kennesaw Ave NW Ste B11 Marietta, GA 30060-7907; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2023; 80; 80; Service customers and supervise employees 2) Claritas Capital LLC; Non-Investment Related; 30 Burton Hills Blvd #500 Nashville, TN 37215; Other; Partner; None; 08/07/2026; 0; 0; None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-16
S63 Uniform Securities Agent State Law Examination 2022-03-30
  • S65 Uniform Investment Adviser Law Examination
    2022-06-16
  • S63 Uniform Securities Agent State Law Examination
    2022-03-30
Other Names
  • Matthew Scott
  • Matt Scott

View on SEC IAPD

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