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Brianna Marie Makos

State Farm Investment Management Corp.

Orlando, FL

Orlando, FL

CRD 8300783

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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 2026-08-06
  • FL RA
    APPROVED
    Since 2026-08-06

Branch Locations

7536 Dr Phillips Blvd Ste 320 Orlando, Fl 32819 Ste 320, Orlando, FL 32819 • United States

11071 University Blvd Ste 100, Orlando, FL 32817 • 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
Rocco English Insurance Agency Orlando FL 05/2022 Present
State Farm Vp Management Corp Orlando FL 06/2026 Present
Jordan Insurance And Financial Services, Inc Clewiston FL 01/2021 05/2022
Craig Alan Jordan Agency Avon Park FL 03/2020 01/2021
Student Accessibility Services Orlando FL 12/2018 03/2020
Jcpenney Corp Fort Myers FL 09/2017 09/2018
Riverdale High School Fort Myers FL 06/2016 06/2018
  • 05/2022 → Present
    Rocco English Insurance Agency
    Orlando, FL
  • 06/2026 → Present
    State Farm Vp Management Corp
    Orlando, FL
  • 01/2021 → 05/2022
    Jordan Insurance And Financial Services, Inc
    Clewiston , FL
  • 03/2020 → 01/2021
    Craig Alan Jordan Agency
    Avon Park , FL
  • 12/2018 → 03/2020
    Student Accessibility Services
    Orlando, FL
  • 09/2017 → 09/2018
    Jcpenney Corp
    Fort Myers, FL
  • 06/2016 → 06/2018
    Riverdale High School
    Fort Myers, FL
Other Businesses

1) Rocco English’s Insurance Agency; Investment-related; 7536 Dr Phillips Blvd Ste 320 Orlando, FL 32819 and 11071 University Blvd Ste 100 Orlando, FL 32817; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/12/2022; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09

View on SEC IAPD

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