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Shannon Fitzpatrick

State Farm Investment Management Corp.

Parkville, MD

CRD 6779430

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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
MD RA APPROVED 2026-07-17
  • MD RA
    APPROVED
    Since 2026-07-17

Branch Locations

Parkville, MD • 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
American National Insurance Baltimore MD 03/2024 04/2026
State Farm Vp Management Corp Parkville MD 05/2026 Present
State Farm Investment Management Corp Parkville MD 05/2026 Present
State Farm Insurance Parkville MD 05/2026 Present
Allstate Insurance Lutherville MD 09/2009 07/2017
Allstate Insurance Lutherville MD 07/2017 10/2021
The Prudential Insurance Company Of America Paramus NJ 09/2022 03/2024
Pruco Securities Llc Paramus NJ 09/2022 03/2024
Goosehead Lutherville Timonium MD 10/2021 09/2022
  • 03/2024 → 04/2026
    American National Insurance
    Baltimore, MD
  • 05/2026 → Present
    State Farm Vp Management Corp
    Parkville, MD
  • 05/2026 → Present
    Parkville, MD
  • 05/2026 → Present
    State Farm Insurance
    Parkville, MD
  • 09/2009 → 07/2017
    Allstate Insurance
    Lutherville, MD
  • 07/2017 → 10/2021
    Allstate Insurance
    Lutherville, MD
  • 09/2022 → 03/2024
    The Prudential Insurance Company Of America
    Paramus, NJ
  • 09/2022 → 03/2024
    Pruco Securities Llc
    Paramus, NJ
  • 10/2021 → 09/2022
    Goosehead
    Lutherville Timonium, MD
Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 05/30/2026; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-16
  • S65 Uniform Investment Adviser Law Examination
    2026-07-16
Other Names
  • Shannon Lynn Fitzpatrick
  • Shannon Fitzpatrick

View on SEC IAPD

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