PL
Pamela Leonard-williams
STATE FARM INVESTMENT MANAGEMENT
Palm Harbor, FL 34683
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CRD#: 4326690
PL
Professional summary
Pamela Leonard-williams, ChFC®, CLU®, who also goes by Pamela Leonard, Pam Leonard-williams, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Palm Harbor, Florida and STATE FARM VP MANAGEMENT CORP. located in Clearwater, Florida.
Pamela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Pamela has worked at 2 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pamela Leonard | Pam Leonard-Williams
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) Pamela Leonard-Williams's Insurance Agency; Insurance Agency; Investment-related; 2476 Sunset Point Rd Clearwater, FL 33765-1515; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2003; 80; 80; Service customers and supervise employees 2) PDDK Management Inc; Investment related; 1410 US Alt 19 Suite C Palm Harbor, FL 34683; Investment or Commercial Property; Partner; none; 3/1/2024; 1; 1; Created LLC for property that houses State Farm office and another unit next door that will be rented out 3) Palm Harbor Civic Club; non-investment related: 2330 Nebraska Ave., Palm Harbor, FL 34683; Community civic club; Board Member; 02/05/2024; 3;2; Community volunteering activities 4) North Pinellas Advocates For Racial Equity; Non-Investment Related; 455 Scottland Street Dunedin, FL 34698; Membership/Civic/Fraternal Organization; Board Member; President; 08/18/2025; 4; 1; Education and Mentoring
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Leonard-williams'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®
Experience
Current
October 24, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1410 Alt 19 Suite C, Palm Harbor, FL 34683Office #2: 2476 Sunset Point Rd, Clearwater, FL 33765RIA
CRD#: 3487
Palm Harbor, FL
Current
January 18, 2001 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2476 Sunset Point Rd, Clearwater, FL 33765BD
CRD#: 43036
Clearwater, FL
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
Florida(1/22/2001)
IAR
Florida(10/24/2018)
Exams
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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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Palm Harbor, FL 34683TRUST BUT VERIFY
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