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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
FL RA APPROVED 2026-07-21
  • FL RA
    APPROVED
    Since 2026-07-21

Branch Locations

2930 Wellington Cir Ste 201, Tallahassee, FL 32309 • United States

904 State Road 247, Lake City, FL 32025 • United States

311 Kern St, Thomasville, GA 31792 • 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 Investment Management Corp Lake City FL 05/2026 Present
Brigit Smallridge's Insurance Agency Thomasville GA 07/2019 Present
Brigit Smallridge's Insurance Agency Tallahassee FL 07/2019 Present
John Kasak's Insurance Agency Lake City FL 08/2025 Present
State Farm Vp Management Corp Lake City FL 10/2025 Present
Clubcorp Tallahassee FL 04/2018 11/2019
Uber Tallahassee FL 08/2017 04/2018
Thomas County Humane Society Thomasville GA 07/2016 11/2016
Hip Hop Fish And Chicken Thomasville GA 11/2016 04/2017
Arepana Tallahassee FL 04/2017 08/2017
  • 05/2026 → Present
    Lake City, FL
  • 07/2019 → Present
    Brigit Smallridge's Insurance Agency
    Thomasville, GA
  • 07/2019 → Present
    Brigit Smallridge's Insurance Agency
    Tallahassee, FL
  • 08/2025 → Present
    John Kasak's Insurance Agency
    Lake City, FL
  • 10/2025 → Present
    State Farm Vp Management Corp
    Lake City, FL
  • 04/2018 → 11/2019
    Clubcorp
    Tallahassee, FL
  • 08/2017 → 04/2018
    Uber
    Tallahassee, FL
  • 07/2016 → 11/2016
    Thomas County Humane Society
    Thomasville, GA
  • 11/2016 → 04/2017
    Hip Hop Fish And Chicken
    Thomasville, GA
  • 04/2017 → 08/2017
    Arepana
    Tallahassee, FL
Other Businesses

1) Brigit Smallridge's Insurance Agency; Investment-related; 311 Kern St Thomasville, GA 31792 and 2930 Wellington Cir Ste 201 Tallahassee, FL 32309; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 7/10/2019; 80; 80; Service customers 2) John Kasak's Insurance Agency; Investment-related; 904 State Road 247 Lake City, FL 32025; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 8/12/2025; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-19
  • S65 Uniform Investment Adviser Law Examination
    2026-06-19
Other Names
  • Kimberly Frenot-Burch

View on SEC IAPD

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