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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
GA RA APPROVED 2024-07-12
NC RA APPROVED 2024-02-02
SC RA APPROVED 2024-02-02
  • GA RA
    APPROVED
    Since 2024-07-12
  • NC RA
    APPROVED
    Since 2024-02-02
  • SC RA
    APPROVED
    Since 2024-02-02

Branch Locations

6904 Matthews Mint Hill Rd Ste 530, Mint Hill, NC 28227 • 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
Wil Lawson Insurance Agency Mint Hill NC 12/2020 Present
State Farm Insurance Mint Hill NC 07/2020 12/2020
Phil Champion Insurance Agency Belmont NC 04/2019 07/2020
State Farm Vp Management Corp Mint Hill NC 12/2022 Present
Unemployed South Park NC 01/2019 04/2019
Freedom Boat Club Cornelius NC 06/2018 01/2019
Unemployed South Park NC 04/2018 06/2018
Swils Grills And Smoothies (Self Employed) Rice Lake WI 02/2011 04/2018
State Farm Investment Management Corp Mint Hill NC 02/2024 Present
  • 12/2020 → Present
    Wil Lawson Insurance Agency
    Mint Hill, NC
  • 07/2020 → 12/2020
    State Farm Insurance
    Mint Hill, NC
  • 04/2019 → 07/2020
    Phil Champion Insurance Agency
    Belmont, NC
  • 12/2022 → Present
    State Farm Vp Management Corp
    Mint Hill, NC
  • 01/2019 → 04/2019
    Unemployed
    South Park, NC
  • 06/2018 → 01/2019
    Freedom Boat Club
    Cornelius, NC
  • 04/2018 → 06/2018
    Unemployed
    South Park, NC
  • 02/2011 → 04/2018
    Swils Grills And Smoothies (Self Employed)
    Rice Lake, WI
  • 02/2024 → Present
    Mint Hill, NC
Other Businesses

1) Mint Hill Chamber of Commerce; non-investment related; 7900 Matthews Mint Hill Rd BLD 2 STE B Mint Hill, NC 28227; Membership/Civic/Fraternal Organization; Director; chairman; 1/1/2024; 2; 2; they are a group that promotes and helps local business in our town to help the town grow and be successful. I was voted on the board to help make decisions regarding the Chamber of Commerce. 2) Wil Lawson's Insurance Agency; Investment-related; 6904 Matthews Mint Hill Rd Ste 530 Mint Hill, NC 28227-5485; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2020; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2023-05-23
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2023-05-23

View on SEC IAPD

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