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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
NC RA APPROVED 2023-08-07
  • NC RA
    APPROVED
    Since 2023-08-07

Branch Locations

Winston Salem, NC • United States

690 Jonestown Rd Suite 300-D, Winston Salem, NC 27103 • 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
State Farm Vp Managment Corp Charlotte NC 09/2022 07/2023
John Moody Insurance Agency Charlotte NC 08/2020 07/2023
Justin Kivett Insurance Agency Randleman NC 02/2019 08/2020
Unemployed Randleman NC 09/2012 02/2019
State Farm Vp Managment Corp Liberty NC 07/2023 10/2023
State Farm Investment Management Corp Liberty NC 07/2023 10/2023
State Farm Insurance Liberty NC 07/2023 10/2023
State Farm Vp Managment Corp Winston Salem NC 10/2023 Present
State Farm Insurance Winston Salem NC 10/2023 01/2024
State Farm Investment Management Corp Winston Salem NC 10/2023 Present
Collin Shawver's Insurance Agency Winston Salem NC 01/2024 Present
  • 09/2022 → 07/2023
    State Farm Vp Managment Corp
    Charlotte, NC
  • 08/2020 → 07/2023
    John Moody Insurance Agency
    Charlotte, NC
  • 02/2019 → 08/2020
    Justin Kivett Insurance Agency
    Randleman, NC
  • 09/2012 → 02/2019
    Unemployed
    Randleman, NC
  • 07/2023 → 10/2023
    State Farm Vp Managment Corp
    Liberty, NC
  • 07/2023 → 10/2023
    Liberty, NC
  • 07/2023 → 10/2023
    State Farm Insurance
    Liberty, NC
  • 10/2023 → Present
    State Farm Vp Managment Corp
    Winston Salem, NC
  • 10/2023 → 01/2024
    State Farm Insurance
    Winston Salem, NC
  • 10/2023 → Present
    Winston Salem, NC
  • 01/2024 → Present
    Collin Shawver's Insurance Agency
    Winston Salem, NC
Other Businesses

1) Collin Shawver's Insurance Agency; Investment-related; 690 Jonestown Rd Ste 300-D Winston Salem, NC 27103; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-07
S63 Uniform Securities Agent State Law Examination 2022-11-26
  • S65 Uniform Investment Adviser Law Examination
    2023-08-07
  • S63 Uniform Securities Agent State Law Examination
    2022-11-26

View on SEC IAPD

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