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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
NC RA APPROVED 2025-02-07
GA RA APPROVED 2025-02-06
FL RA APPROVED 2024-09-10
SC RA APPROVED 2024-08-29
  • NC RA
    APPROVED
    Since 2025-02-07
  • GA RA
    APPROVED
    Since 2025-02-06
  • FL RA
    APPROVED
    Since 2024-09-10
  • SC RA
    APPROVED
    Since 2024-08-29

Branch Locations

860 Parris Island Gtwy Ste A3, Beaufort, SC 29906 • United States

Tallahassee, FL • 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
Walgreens Company Tallahassee FL 02/1998 12/2021
Lakitsia Gaines Insurance Agency Hallandale Beach FL 05/2022 03/2024
State Farm Vp Management Corp Hallandale Beach FL 01/2024 03/2024
Senior Life Insurance Miami FL 12/2021 04/2022
State Farm Vp Management Corp Tallahassee FL 03/2024 05/2024
State Farm Investment Management Corp Tallahassee FL 03/2024 05/2024
State Farm Insurance Tallahassee FL 03/2024 05/2024
State Farm Insurance Tallahassee FL 08/2024 12/2024
State Farm Investment Management Corp Tallahassee FL 08/2024 12/2024
State Farm Vp Management Corp Tallahassee FL 08/2024 12/2024
Ayasha Scott Insurance Agency Beaufort SC 01/2025 Present
State Farm Investment Management Corp Beaufort SC 01/2025 Present
State Farm Vp Management Corp Beaufort SC 01/2025 Present
  • 02/1998 → 12/2021
    Walgreens Company
    Tallahassee, FL
  • 05/2022 → 03/2024
    Lakitsia Gaines Insurance Agency
    Hallandale Beach, FL
  • 01/2024 → 03/2024
    State Farm Vp Management Corp
    Hallandale Beach, FL
  • 12/2021 → 04/2022
    Senior Life Insurance
    Miami, FL
  • 03/2024 → 05/2024
    State Farm Vp Management Corp
    Tallahassee, FL
  • 03/2024 → 05/2024
    Tallahassee, FL
  • 03/2024 → 05/2024
    State Farm Insurance
    Tallahassee, FL
  • 08/2024 → 12/2024
    State Farm Insurance
    Tallahassee, FL
  • 08/2024 → 12/2024
    Tallahassee, FL
  • 08/2024 → 12/2024
    State Farm Vp Management Corp
    Tallahassee, FL
  • 01/2025 → Present
    Ayasha Scott Insurance Agency
    Beaufort, SC
  • 01/2025 → Present
    Beaufort, SC
  • 01/2025 → Present
    State Farm Vp Management Corp
    Beaufort, SC
Other Businesses

1) Ayasha Scott Insurance Agency; Investment-related; 860 Parris Island Gtwy Ste A3 Beaufort, SC 29906-6911; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-13
S65 Uniform Investment Adviser Law Examination 2024-06-21
  • S63 Uniform Securities Agent State Law Examination
    2024-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-06-21

View on SEC IAPD

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