TS
Timothy D. Short
STATE FARM INVESTMENT MANAGEMENT
Wichita Falls, TX 76308
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CRD#: 3044504
TS
Professional summary
Timothy Don Short is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Wichita Falls, Texas and STATE FARM VP MANAGEMENT CORP. located in Wichita Falls, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Timothy has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) HANDS TO HANDS COMMUNITY FUND, NON-INVESTMENT-RELATED,3707 MAPLEWOOD WICHITA FALLS TX, 76308; MEMBERSHIP/CIVIC/FRATERNAL ORGANIZATION. BOARD MEMBER, 01/01/2015, MEMBER OF A FINANCE COMMITTEE, REVIEW BANK STATEMENTS, NOT A SIGNOR ON ANY ACCOUNTS. CHAIRMAN RUNS THE MEETINGS AND HELPS WITH FUNDRAISERS, 4HR/MO;1 HR/MO; 2) CHL INSTRUCTION; NON-INVESTMENT-RELATED; 5409 STONE LAKE DRIVE WICHITA FALLS, TEXAS 76310; TEXAS CONCEALED HANDGUN CLASS INSTRUCTOR; O;WNER 100%; 1/1/15; CONSIDERING BECOMING CERTIFIED BY THE DPS AS AN INSTRUCTOR TO TEACH THE TEXAS CONCEALED HANDGUN CLASS; 8 HRS/MO; 0 HRS/MO. 3) Kiwanis Club Wichita Falls, non-investment-related, box 2550 Wichita Falls TX 76307; Membership/Civic/Fraternal Organization; board member, 04/01/2000, organize annual banquet, 10;10 4) Hundred club of Wichita Falls; 1400 11th St. Wichita Falls TX 76301; Membership/Civic/Fraternal Organization; Board member and president; 01-01-2001; Member of a Finance Committee. Organize annual banquet and solicit requests for equipment from local police, fire and sheriff's office; 2;2 5) The Kitchen Wichita Falls; Non-investment-related; 1000 Burnett Street, Wichita Falls, TX 76301; Public Service , Board Member of Non Profit in charge of Meals on Wheels program for Wichita Falls. Non-Profit Board; Board Member; 10/01/2021; 12;4; Marketing/Public Relations and overall Business Management. Board has oversight over Executive Director and entire operation. Provide financial advice to a committee or board. 6) Timothy Short's Insurance Agency; Insurance Agency; Investment-related; 2608 Kemp Blvd Ste B Wichita Falls, TX 76309-5351; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/1997; 80; 80; Service customers and supervise employees. 7) Wichita Falls City Council; non-investment-related; 1300 7th Street Wichita Falls, TX 76301; Public Service; Political Office; Elected Official, 11/08/2023; 40;10; Elected Mayor of Wichita Falls on November 7, 2023. Sworn in November 14 2023
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Don Short's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 12, 2019 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 4245 Kemp Blvd, Wichita Falls, TX 76308RIA
CRD#: 3487
Wichita Falls, TX
Current
July 7, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 4245 Kemp Blvd Ste. 710, Wichita Falls, TX 76308BD
CRD#: 43036
Wichita Falls, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(2/27/2001)
IAR
Texas(2/12/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Wichita Falls, TX 76308TRUST BUT VERIFY
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