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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
WV RA APPROVED 2026-07-27
NC RA APPROVED 2026-07-22
MD RA APPROVED 2026-07-21
VA RA APPROVED 2026-07-21
  • WV RA
    APPROVED
    Since 2026-07-27
  • NC RA
    APPROVED
    Since 2026-07-22
  • MD RA
    APPROVED
    Since 2026-07-21
  • VA RA
    APPROVED
    Since 2026-07-21

Branch Locations

300 Jefferson Ave , Moundsville, WV 26041 • United States

244 Mustang Trail Ste 1 , Virginia Beach, VA 23452 • United States

1408 N Great Neck Rd Ste 101 , Virginia Beach, VA 23454 • United States

Virginia Beach , VA • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Virginia Beach VA 09/2013 01/2020
Bank Of America N.A. Virginia Beach VA 03/2014 01/2020
Raymond James & Associates, Inc. Virginia Beach VA 01/2020 12/2025
Raymond James Financial Services Inc. Virginia Beach VA 01/2024 12/2025
Raymond James Financial Services Advisors Inc. Virginia Beach VA 01/2024 12/2025
Lee Hudson’s Insurance Agency Virginia Beach VA 07/2026 Present
State Farm Vp Management Corp Virginia Beach VA 07/2026 Present
Taylor Shepherd’s Insurance Agency Moundsville WV 07/2026 Present
Unemployed Virginia Beach VA 01/2026 06/2026
State Farm Vp Management Corp Moundsville WV 07/2026 Present
State Farm Investment Management Corp Virginia Beach VA 07/2026 Present
State Farm Investment Management Corp Moundsville WV 07/2026 Present
  • 09/2013 → 01/2020
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Virginia Beach, VA
  • 03/2014 → 01/2020
    Bank Of America N.A.
    Virginia Beach, VA
  • 01/2020 → 12/2025
    Virginia Beach, VA
  • 01/2024 → 12/2025
    Raymond James Financial Services Inc.
    Virginia Beach, VA
  • 01/2024 → 12/2025
    Raymond James Financial Services Advisors Inc.
    Virginia Beach, VA
  • 07/2026 → Present
    Lee Hudson’s Insurance Agency
    Virginia Beach , VA
  • 07/2026 → Present
    State Farm Vp Management Corp
    Virginia Beach, VA
  • 07/2026 → Present
    Taylor Shepherd’s Insurance Agency
    Moundsville, WV
  • 01/2026 → 06/2026
    Unemployed
    Virginia Beach, VA
  • 07/2026 → Present
    State Farm Vp Management Corp
    Moundsville, WV
  • 07/2026 → Present
    Virginia Beach, VA
  • 07/2026 → Present
    Moundsville, WV
Previous Registrations
Other Businesses

1) Lee Hudson’s Insurance Agency; Investment-related; 244 Mustang Trail Ste 1 Virginia Bch, VA 23452 and 1408 N Great Neck Rd Ste 101 Virginia Beach, VA 23454; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 07/06/2026; 80; 80; Service customers 2) Taylor Shepherd’s Insurance Agency; Investment-related; 300 Jefferson Ave Moundsville, WV 26041; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 07/16/2026; 80; 80; Service customers 3) The Russel House Board of Directors; Non-Investment related; 900 First Colonial Road, Virginia Beach, VA, 23454; Council; Board Member;07/08/2019; 10;0; Provide general advice on operations of the Russel House.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-20
  • S66 Uniform Combined State Law Examination
    2014-02-20
Other Names
  • Mark Jacob Toney

View on SEC IAPD

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