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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
TX RA APPROVED 2022-12-20
  • TX RA
    APPROVED
    Since 2022-12-20

Branch Locations

Taylors, SC • United States

995 W Lucas Rd Suite 100, Allen, TX 75002 • 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
Moe's Southwest Grill - Steven Overman Franchisee Taylors SC 01/2013 05/2018
Moe's Southwest Grill - Steve Smith Franchisee Greenville SC 05/2018 08/2020
Joe Bond Insurance Agency Greenville SC 08/2020 12/2022
P.F. Chang's Chinese Bistro Greenville SC 10/2015 10/2016
Famous Toastery Greenville SC 07/2017 10/2017
State Farm Vp Management Corp. Greenville SC 01/2022 12/2022
State Farm Insurance Taylors SC 12/2022 05/2023
State Farm Vp Management Corp. Taylors SC 12/2022 05/2023
State Farm Investment Management Corp Taylors SC 12/2022 05/2023
Jaylin Stroud Insurance Agency Allen TX 05/2023 Present
State Farm Vp Management Corp. Allen TX 05/2023 Present
State Farm Investment Management Corp Allen TX 05/2023 Present
  • 01/2013 → 05/2018
    Moe's Southwest Grill - Steven Overman Franchisee
    Taylors, SC
  • 05/2018 → 08/2020
    Moe's Southwest Grill - Steve Smith Franchisee
    Greenville, SC
  • 08/2020 → 12/2022
    Joe Bond Insurance Agency
    Greenville, SC
  • 10/2015 → 10/2016
    P.F. Chang's Chinese Bistro
    Greenville, SC
  • 07/2017 → 10/2017
    Famous Toastery
    Greenville, SC
  • 01/2022 → 12/2022
    State Farm Vp Management Corp.
    Greenville, SC
  • 12/2022 → 05/2023
    State Farm Insurance
    Taylors, SC
  • 12/2022 → 05/2023
    State Farm Vp Management Corp.
    Taylors, SC
  • 12/2022 → 05/2023
    Taylors, SC
  • 05/2023 → Present
    Jaylin Stroud Insurance Agency
    Allen, TX
  • 05/2023 → Present
    State Farm Vp Management Corp.
    Allen, TX
  • 05/2023 → Present
    Allen, TX
Other Businesses

1) Jaylin Stroud's Insurance Agency; Investment-related; 995 W Lucas Rd Unit 100 Allen, TX 75002; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-09
S63 Uniform Securities Agent State Law Examination 2022-05-12
  • S65 Uniform Investment Adviser Law Examination
    2022-06-09
  • S63 Uniform Securities Agent State Law Examination
    2022-05-12

View on SEC IAPD

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