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Advisor at STATE FARM INVESTMENT MANAGEMENT CORP.
Alpharetta, GA | Cumberland, RI | Roswell, GA | Marietta, GA | Suwanee, GA | Chamblee, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STATE FARM INVESTMENT MANAGEMENT CORP. | Asset manager | Sep 9, 2026 | n/a | yes | Cumberland, RI|Alpharetta, GA|Alpharetta, GA|Chamblee, GA|Roswell, GA|Marietta, GA|Suwanee, GA | Current employment |
| TD PRIVATE CLIENT WEALTH LLC | Bd affiliated wealth | Sep 7, 2021 | Jan 30, 2025 | no | Providence, RI|MANCHESTER, NH|Springfield, MA|HARTFORD, CT|Wellesley, MA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Feb 25, 2019 | Aug 16, 2021 | no | CRANSTON, RI|JOHNSTON, RI|CUMBERLAND, RI|JOHNSTON, RI | Previous registration |
| SANTANDER SECURITIES | Bd affiliated wealth | Sep 7, 2018 | Feb 27, 2019 | no | Bristol, RI|Framingham, MA|Fairhaven, MA|Plymouth, MA|Wickford, RI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 29, 2016 | May 19, 2017 | no | RIVERSIDE, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | STATE FARM INVESTMENT MANAGEMENT CORP. | Jan 30, 2025 | Sep 9, 2026 | 587 | Firm change after gap | Other |
| CITIZENS SECURITIES, INC. | TD PRIVATE CLIENT WEALTH LLC | Aug 16, 2021 | Sep 7, 2021 | 22 | Firm change | Ibd to ibd |
| SANTANDER SECURITIES | CITIZENS SECURITIES, INC. | Feb 27, 2019 | Feb 25, 2019 | -2 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SANTANDER SECURITIES | May 19, 2017 | Sep 7, 2018 | 476 | Firm change after gap | Wirehouse to ibd |