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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 2023-05-03
  • GA RA
    APPROVED
    Since 2023-05-03

Branch Locations

Cumming, GA • United States

558 Old Norcross Road Suite 203, Lawrenceville, GA 30046 • 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
Clayton Whitlock Insurance Agency Lawrenceville GA 10/2020 Present
State Farm Insurance Bloomington IL 05/2020 10/2020
State Farm Vp Management Corp. Lawrenceville GA 12/2021 Present
Matt Mehan Inc. Roswell GA 12/2017 04/2020
Thyssenkrupp Engineered Plastics Kennesaw GA 12/2015 12/2017
State Farm Investment Management Corp Lawrenceville GA 05/2023 Present
Clayton Whitlock Insurance Agency Cumming GA 01/2026 Present
State Farm Vp Management Corp Cumming GA 01/2026 Present
State Farm Investment Management Corp Cumming GA 01/2026 Present
  • 10/2020 → Present
    Clayton Whitlock Insurance Agency
    Lawrenceville, GA
  • 05/2020 → 10/2020
    State Farm Insurance
    Bloomington, IL
  • 12/2021 → Present
    State Farm Vp Management Corp.
    Lawrenceville, GA
  • 12/2017 → 04/2020
    Matt Mehan Inc.
    Roswell, GA
  • 12/2015 → 12/2017
    Thyssenkrupp Engineered Plastics
    Kennesaw, GA
  • 05/2023 → Present
    Lawrenceville, GA
  • 01/2026 → Present
    Clayton Whitlock Insurance Agency
    Cumming, GA
  • 01/2026 → Present
    State Farm Vp Management Corp
    Cumming, GA
  • 01/2026 → Present
    Cumming, GA
Other Businesses

1) Clayton Whitlock's Insurance Agency; Insurance Agency; Investment-related; 558 Old Norcross Rd Ste 203 Lawrenceville, GA 30046-4385; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2020; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-01
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S63 Uniform Securities Agent State Law Examination
    2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
Other Names
  • Clayton Garrett Whitlock

View on SEC IAPD

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