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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-25
  • SC RA
    APPROVED
    Since 2025-06-25

Branch Locations

517 S Pleasantburg Dr Ste. C, Greenville, SC 29607 • 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
Sedgefield Country Club Greensboro NC 05/2016 12/2017
Full-Time Education Clinton SC 08/2018 04/2022
Symmetry Financial Group Greensboro NC 04/2019 08/2019
Cascades Capital Greensboro NC 05/2019 08/2019
Adam Peterson State Farm Greenville SC 04/2020 05/2020
Adam Peterson Insurance Agency Greenville SC 05/2020 Present
Full-Time Student Greensboro NC 01/2012 05/2018
State Farm Vp Management Corp Greenville SC 04/2022 Present
State Farm Investment Management Corp Greenville SC 06/2025 Present
  • 05/2016 → 12/2017
    Sedgefield Country Club
    Greensboro, NC
  • 08/2018 → 04/2022
    Full-Time Education
    Clinton, SC
  • 04/2019 → 08/2019
    Symmetry Financial Group
    Greensboro, NC
  • 05/2019 → 08/2019
    Cascades Capital
    Greensboro, NC
  • 04/2020 → 05/2020
    Adam Peterson State Farm
    Greenville, SC
  • 05/2020 → Present
    Adam Peterson Insurance Agency
    Greenville, SC
  • 01/2012 → 05/2018
    Full-Time Student
    Greensboro, NC
  • 04/2022 → Present
    State Farm Vp Management Corp
    Greenville, SC
  • 06/2025 → Present
    Greenville, SC
Other Businesses

Adam Peterson Insurance Agency; Investment-related; 517 S Pleasantburg Dr Ste C Greenville, SC 29607-2415; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 04/02/2020; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-24
S63 Uniform Securities Agent State Law Examination 2022-05-24
  • S65 Uniform Investment Adviser Law Examination
    2025-06-24
  • S63 Uniform Securities Agent State Law Examination
    2022-05-24
Other Names
  • Charlie Tate
  • Charles Murray Tate Iii

View on SEC IAPD

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