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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
AZ RA APPROVED 2025-06-18
CO RA APPROVED 2025-06-05
  • AZ RA
    APPROVED
    Since 2025-06-18
  • CO RA
    APPROVED
    Since 2025-06-05

Branch Locations

384 Inverness Pkwy Ste 160, Englewood, CO 80112 • United States

10264 Dransfeldt Pl Suite 133, Parker, CO 80134 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Bank Colorado Springs CO 04/2022 11/2022
Wells Fargo Colorado Springs CO 02/2021 03/2022
Ulta Beauty Colorado Springs CO 05/2019 05/2019
Ssi Venture, Llc Colorado Springs CO 08/2018 02/2019
Tuesday Morning Colorado Springs CO 09/2017 04/2018
Indiana University Of Pennsylvania Indiana PA 08/2016 05/2017
Unemployed Colorado Springs CO 05/2017 08/2017
University Of Colorado Colorado Springs Colorado Springs CO 08/2017 05/2018
Unemployed Colorado Springs CO 05/2018 08/2018
Pikes Peak Community College Colorado Springs CO 08/2018 05/2020
Unemployed Colorado Springs CO 05/2020 02/2021
Unemployed Colorado Springs CO 03/2022 04/2022
Fidelity Investments Denver CO 11/2022 11/2024
Keybank Na Parker CO 12/2024 02/2025
Key Investment Services Brooklyn OH 12/2024 02/2025
Travis Henderson's Insurance Agency Englewood CO 05/2025 05/2026
Unemployed Denver CO 02/2025 05/2025
State Farm Investment Management Corp Englewood CO 06/2025 Present
State Farm Vp Management Corp Englewood CO 06/2025 Present
Chad Carlisle's Insurance Agency Englewood CO 05/2026 Present
  • 04/2022 → 11/2022
    Us Bank
    Colorado Springs, CO
  • 02/2021 → 03/2022
    Wells Fargo
    Colorado Springs, CO
  • 05/2019 → 05/2019
    Ulta Beauty
    Colorado Springs, CO
  • 08/2018 → 02/2019
    Ssi Venture, Llc
    Colorado Springs, CO
  • 09/2017 → 04/2018
    Tuesday Morning
    Colorado Springs, CO
  • 08/2016 → 05/2017
    Indiana University Of Pennsylvania
    Indiana, PA
  • 05/2017 → 08/2017
    Unemployed
    Colorado Springs, CO
  • 08/2017 → 05/2018
    University Of Colorado Colorado Springs
    Colorado Springs, CO
  • 05/2018 → 08/2018
    Unemployed
    Colorado Springs, CO
  • 08/2018 → 05/2020
    Pikes Peak Community College
    Colorado Springs, CO
  • 05/2020 → 02/2021
    Unemployed
    Colorado Springs, CO
  • 03/2022 → 04/2022
    Unemployed
    Colorado Springs, CO
  • 11/2022 → 11/2024
    Fidelity Investments
    Denver, CO
  • 12/2024 → 02/2025
    Keybank Na
    Parker, CO
  • 12/2024 → 02/2025
    Key Investment Services
    Brooklyn, OH
  • 05/2025 → 05/2026
    Travis Henderson's Insurance Agency
    Englewood, CO
  • 02/2025 → 05/2025
    Unemployed
    Denver, CO
  • 06/2025 → Present
    Englewood, CO
  • 06/2025 → Present
    State Farm Vp Management Corp
    Englewood, CO
  • 05/2026 → Present
    Chad Carlisle's Insurance Agency
    Englewood, CO
Previous Registrations
  • 2024-12-17 → 2025-02-26
    Brooklyn, OH
    Parker, CO
  • 2023-09-14 → 2024-12-04
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

1) Chad Carlisle's Insurance Agency; Investment-related; 10264 Dransfeldt Pl Ste 133 Parker, CO 80134; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 4/30/2026; 80; 80; Service customers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2023-09-11

View on SEC IAPD

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