Gregory Blake Englebreth

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

Authority	Category	Status	Date
MD	RA	APPROVED	2022-01-07
NY	RA	APPROVED	2021-09-30
DE	RA	APPROVED	2019-09-13
NJ	RA	APPROVED	2018-10-10
PA	RA	APPROVED	2018-10-04

MD RA
APPROVED

Since 2022-01-07
NY RA
APPROVED

Since 2021-09-30
DE RA
APPROVED

Since 2019-09-13
NJ RA
APPROVED

Since 2018-10-10
PA RA
APPROVED

Since 2018-10-04

Branch Locations

14450 Bustelton Avenue, Philadelphia, PA 19116 • 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

Organization	City	State	From	To
Gregory Englebreth Insurance Agency	Philadelphia	PA	01/2001	Present
State Farm Vp Management Corp.	Philadelphia	PA	09/2018	Present
State Farm Investment Management Corp.	Philadelphia	PA	09/2011	03/2017
State Farm Vp Management Corp.	Philadelphia	PA	09/2015	05/2017
State Farm Investment Management Corp	Philadelphia	PA	10/2018	Present

01/2001 → Present

Gregory Englebreth Insurance Agency

Philadelphia, PA
09/2018 → Present

State Farm Vp Management Corp.

Philadelphia, PA
09/2011 → 03/2017

State Farm Investment Management Corp.

Philadelphia, PA
09/2015 → 05/2017

State Farm Vp Management Corp.

Philadelphia, PA
10/2018 → Present

State Farm Investment Management Corp

Philadelphia, PA

Previous Registrations

2011-09-29 → 2017-03-31

State Farm Investment Management Corp.

Philadelphia, PA

Other Businesses

1) Moa investments, LLC; INVESTMENT-RELATED; 2532 Lockleigh Rd Jamison PA 18929; Investment or Commercial Property; Partner, vice president; 01/13/2020; just three individuals using entity for investing; 0;0. 2) Cattails Investment Holdings, LLC; INVESTMENT-RELATED; 934 Davis Grove Rd Horsham PA 19044; Investment or Commercial Property; Partner; 04/19/2021;0;0; Vote on Activity 3) Gregory Englebreth's Insurance Agency; Insurance Agency; Investment-related; 14450 Bustleton Ave Philadelphia, PA 19116-1172; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2000; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-04-24

S63 Uniform Securities Agent State Law Examination

1999-04-24

Designations

Chartered Financial Consultant

Other Names

Gregg Blake Englebreth
Gregg Englebreth

View on SEC IAPD