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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
AL RA APPROVED 2026-07-13
  • AL RA
    APPROVED
    Since 2026-07-13

Branch Locations

40520 Hwy 69, Moundville, AL 35474 • United States

216 S Washington St , Livingston, AL 35470 • 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
Cody Mordecai's Insurance Agency Livingston AL 04/2025 Present
Grant Evans' Insurance Agency Moundville AL 04/2025 Present
University Of West Alabama Livingston AL 01/2022 03/2025
Samford University Homewood AL 01/2019 12/2021
Belmont University Nashville TN 08/2017 12/2018
Med Center Health Bowling Green KY 05/2019 07/2021
Bowling Green Christian Academy Bowling Green Christian Academy AL 03/2016 07/2017
State Farm Vp Management Corp. Livingston AL 03/2026 Present
State Farm Investment Management Corp Livingston AL 07/2026 Present
  • 04/2025 → Present
    Cody Mordecai's Insurance Agency
    Livingston, AL
  • 04/2025 → Present
    Grant Evans' Insurance Agency
    Moundville, AL
  • 01/2022 → 03/2025
    University Of West Alabama
    Livingston, AL
  • 01/2019 → 12/2021
    Samford University
    Homewood, AL
  • 08/2017 → 12/2018
    Belmont University
    Nashville, TN
  • 05/2019 → 07/2021
    Med Center Health
    Bowling Green, KY
  • 03/2016 → 07/2017
    Bowling Green Christian Academy
    Bowling Green Christian Academy, AL
  • 03/2026 → Present
    State Farm Vp Management Corp.
    Livingston, AL
  • 07/2026 → Present
    Livingston, AL
Other Businesses

1 ) Grant Evans' Insurance Agency; Investment-related; 40520 Al Highway 69 Moundville, AL 35474; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 4/23/2025; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-10
S63 Uniform Securities Agent State Law Examination 2026-02-06
  • S65 Uniform Investment Adviser Law Examination
    2026-07-10
  • S63 Uniform Securities Agent State Law Examination
    2026-02-06

View on SEC IAPD

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