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Stephen Grant Evans

State Farm Investment Management Corp.

Moundville, AL

CRD 7470587

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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
MS RA APPROVED 2023-02-15
AL RA APPROVED 2022-09-30
  • MS RA
    APPROVED
    Since 2023-02-15
  • AL RA
    APPROVED
    Since 2022-09-30

Branch Locations

40520 Highway 69, Moundville, AL 35474 • 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
Mott Macdonald Birmingham AL 01/2015 05/2017
Mcgiffert And Associates, Llc Tuscaloosa AL 05/2017 07/2017
Mott Macdonald Birmingham AL 07/2017 12/2018
David Cureington Insurance Agency Tuscaloosa AL 01/2019 08/2022
State Farm Vp Management Corp. Tuscaloosa AL 12/2021 02/2023
Paul Milazzo Insurance Agency Mobile AL 11/2021 08/2022
State Farm Vp Management Corp Mobile AL 11/2021 08/2022
State Farm Insurance Tuscaloosa AL 08/2022 02/2023
State Farm Investment Management Corp Tuscaloosa AL 09/2022 02/2023
Grant Evans Insurance Agency Greensboro AL 02/2023 09/2024
State Farm Investment Management Corp Greensboro AL 02/2023 09/2024
State Farm Vp Management Corp. Greensboro AL 02/2023 09/2024
Grant Evans Insurance Agency Moundville AL 09/2024 Present
State Farm Investment Management Corp Moundville AL 09/2024 Present
State Farm Vp Management Corp. Moundville AL 09/2024 Present
  • 01/2015 → 05/2017
    Mott Macdonald
    Birmingham, AL
  • 05/2017 → 07/2017
    Mcgiffert And Associates, Llc
    Tuscaloosa, AL
  • 07/2017 → 12/2018
    Mott Macdonald
    Birmingham, AL
  • 01/2019 → 08/2022
    David Cureington Insurance Agency
    Tuscaloosa, AL
  • 12/2021 → 02/2023
    State Farm Vp Management Corp.
    Tuscaloosa, AL
  • 11/2021 → 08/2022
    Paul Milazzo Insurance Agency
    Mobile, AL
  • 11/2021 → 08/2022
    State Farm Vp Management Corp
    Mobile, AL
  • 08/2022 → 02/2023
    State Farm Insurance
    Tuscaloosa, AL
  • 09/2022 → 02/2023
    Tuscaloosa, AL
  • 02/2023 → 09/2024
    Grant Evans Insurance Agency
    Greensboro, AL
  • 02/2023 → 09/2024
    Greensboro, AL
  • 02/2023 → 09/2024
    State Farm Vp Management Corp.
    Greensboro, AL
  • 09/2024 → Present
    Grant Evans Insurance Agency
    Moundville, AL
  • 09/2024 → Present
    Moundville, AL
  • 09/2024 → Present
    State Farm Vp Management Corp.
    Moundville, AL
Other Businesses

1) Grant Evan's Insurance Agency; Investment-related; 40520 Al Highway 69 Moundville, AL 35474; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; 02/01/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-27
S63 Uniform Securities Agent State Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-09-27
  • S63 Uniform Securities Agent State Law Examination
    2022-06-10

View on SEC IAPD

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