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Robert Bernard Wilson

State Farm Investment Management Corp.

High Point, NC

CRD 3080542

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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 2021-09-09
VA RA APPROVED 2021-09-09
  • NC RA
    APPROVED
    Since 2021-09-09
  • VA RA
    APPROVED
    Since 2021-09-09

Branch Locations

High Point, NC • 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 Insurance Kernersville NC 07/2013 06/2021
State Farm Vp Management Corp Kernersville NC 07/2013 06/2021
State Farm Insurance Winston Salem NC 01/2026 Present
State Farm Investment Management Corp. Kernersville NC 08/2018 06/2019
State Farm Vp Management Corp. Winston Salem NC 06/2021 04/2022
State Farm Insurance Winston Salem NC 06/2021 04/2022
State Farm Investment Management Corp. Winston Salem NC 09/2021 04/2022
State Farm Investment Management Corp. High Point NC 04/2022 Present
Investment Advisor Representative High Point NC 04/2022 12/2025
State Farm Vp Management Corp. High Point NC 04/2022 Present
  • 07/2013 → 06/2021
    State Farm Insurance
    Kernersville, NC
  • 07/2013 → 06/2021
    State Farm Vp Management Corp
    Kernersville, NC
  • 01/2026 → Present
    State Farm Insurance
    Winston Salem, NC
  • 08/2018 → 06/2019
    Kernersville, NC
  • 06/2021 → 04/2022
    State Farm Vp Management Corp.
    Winston Salem, NC
  • 06/2021 → 04/2022
    State Farm Insurance
    Winston Salem, NC
  • 09/2021 → 04/2022
    Winston Salem, NC
  • 04/2022 → Present
    High Point, NC
  • 04/2022 → 12/2025
    Investment Advisor Representative
    High Point, NC
  • 04/2022 → Present
    State Farm Vp Management Corp.
    High Point, NC
Other Businesses

1) WILSONONLINETRAVEL; NON-INVESTMENT-RELATED;10960 SASSAN LANE, HAGERSTOWN, MD 21742; TRAVEL; OWNER; 01/2008; 10 HRS/MO, 1 HR DURING TRADING HOURS; MAINTAIN INTERNET PRESENCE. 2) Wilson 4real Estate, LLC; Investment-related; 2538 William Joseph Ln, High Point, NC 27265; President/Owner; 4/1/2022;40;4; State Farm Registered Representative that has sold the entity SFVPMC securities, Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account, Lending/Borrowing Activities 3) TJRW; Investment-related; 2538 William Joseph Ln High Point NC 27265; Investment or Commercial Property; Partner; President; 02/10/2023; 15; 1; Buy and Hold rental property, control of the checkbook 4) Wilson Motherly Care Centers LLC; non-investment-related; 63 W Franklin Street Suite 1 Hagerstown, MD 21740; Public Service; Owner; President; 8/18/2023; 80; 20; Provide residential care for MD citizens in need of skilled assisted living care. 5) Wilson Motherly Care Centers LLC; non-investment-related; 1631 Wesel Blvd #1057 Hagerstown MD 21740; Home Health Care; Owner, Board Member, Officer; President; 11/01/2024; 40; 20; Provide Adult Residential Care housing for qualified individuals.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-24
  • S63 Uniform Securities Agent State Law Examination
    1998-07-24
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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