ER
Eliot W. Rester
STATE FARM INVESTMENT MANAGEMENT
Winnsboro, TX 75494
Some features on this profile are disabled
CRD#: 4508630
ER
Professional summary
Eliot Wayne Rester, who also goes by Bo Rester, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Winnsboro, Texas and STATE FARM VP MANAGEMENT CORP. located in Mt Pleasant, Texas.
Eliot is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Eliot has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bo Rester
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) Eliot Rester's Insurance Agency; Insurance Agency; Investment-related; 1404 S Jefferson Ave Mt Pleasant, TX 75455-5610; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2015; 80; 80; Service customers and supervise employees. 2) Mt. Pleasant Rodeo Association; investment-related; 20800 FM 2152, Mt. Pleasant, TX 75455; Association/Committee/Council; Member; President; 9/1/2009; 4; 0; review bank statements, make deposits in checking account, pay bills/co-signor on checking account, conduct event planning, lead meetings. 3) Borodeo Prod; Non-investment-related; 1039 CR 4420, Mt. Pleasant, TX 75455; Service Industry; Owner; Rodeo Announcer; 4/1/2011; 2; 0; rodeo announcing. 4) Gideons Intl; non-investment-related; PO Box 140800, Nashville, TX 37214; Membership/Civic/Fraternal Organization; Member; Member; 2/14/2015; 1; 0; handling donations. 5) Bo Rester - Property #1 (personally Held Real Estate); investment-related; 25350 Perdido Key Blvd Orange Beach, AL. 36561; Investment or Commercial Property; Owner; None; 04/18/2025; 4;0; Rental Property
CRS (Client Relationship Summary) - RIA
Click below to view Eliot Wayne Rester'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 12, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 406 S. Main, Winnsboro, TX 75494Office #2: 1404 S Jefferson Ave, Mt Pleasant, TX 75455RIA
CRD#: 3487
Winnsboro, TX
Current
May 7, 2015 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1404 S Jefferson Ave, Mt Pleasant, TX 75455BD
CRD#: 43036
Mt Pleasant, TX
Past
March 8, 2006 - April 28, 2015
INVESTMENT PROFESSIONALS, INC.
RIA
CRD#: 30184
WINNSBORO, TX
Past
June 15, 2005 - April 28, 2015
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
WINNSBORO, TX
Past
February 23, 2005 - June 15, 2005
TBT SECURITIES L.C.
RIA
CRD#: 31301
MT PLEASANT, TX
Past
February 23, 2005 - June 15, 2005
TBT SECURITIES L.C.
BD
CRD#: 31301
LONGVIEW, TX
Past
August 15, 2003 - February 16, 2005
INVESTMENT PROFESSIONALS, INC.
RIA
CRD#: 30184
WINNSBORO, TX
Past
August 15, 2003 - February 16, 2005
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
SAN ANTONIO, TX
Past
June 3, 2002 - August 12, 2003
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
MT PLEASANT, TX
Past
March 5, 2002 - August 12, 2003
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
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
Arkansas(5/17/2021)
IAR
Arkansas(10/24/2024)
RR
Louisiana(5/17/2021)
IAR
Louisiana(10/30/2024)
RR
Oklahoma(5/17/2021)
IAR
Oklahoma(10/22/2024)
RR
Texas(5/7/2015)
IAR
Texas(9/12/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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#: 3487Winnsboro, TX 75494TRUST BUT VERIFY
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