DB
Davette C. Blalock
STATE FARM INVESTMENT MANAGEMENT
Antioch, TN 37013
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CRD#: 4253901
DB
Professional summary
Davette Corene Blalock, who also goes by Davette Corene Dennison, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Antioch, Tennessee and STATE FARM VP MANAGEMENT CORP. located in Antioch, Tennessee.
Davette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Davette has worked at 7 firms and has passed the Series 66, Series 6TO, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Davette Corene Dennison
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) Brack Gregory's Insurance Agency; Investment-related; 12629 Old Hickory Blvd Antioch TN 37013 and 2010 Murfreesboro Pike Nashville, TN 37217; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/05/2024; 80; 80; Service customers 2) Davette Blalock - Real Estate License for Personal Use Only; non-investment related; 518 Heather Place Nashville TN 37204; other; owner; owner; 01/19/2005; 0; 0; Real Estate sales and referrals. Would like to keep my license for personal use.
CRS (Client Relationship Summary) - RIA
Click below to view Davette Corene Blalock'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
September 19, 2024 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 12629 Old Hickory Blvd, Antioch, TN 37013Office #2: 2010 Murfreesboro Pike, Nashville, TN 37217RIA
CRD#: 3487
Antioch, TN
Current
April 24, 2024 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 12629 Old Hickory Blvd, Antioch, TN 37013BD
CRD#: 43036
Antioch, TN
Past
May 6, 2020 - August 3, 2021
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
BRENTWOOD, TN
Past
June 11, 2008 - June 18, 2018
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
NASHVILLE, TN
Past
February 24, 2005 - January 30, 2008
NICOL INVESTORS CORPORATION
BD
CRD#: 123111
GRANITE CITY, IL
Past
June 5, 2001 - February 23, 2005
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
Past
September 8, 2000 - May 1, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 8, 2000 - May 1, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Tennessee(4/24/2024)
IAR
Tennessee(9/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 4/24/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 1/12/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
