GP
Gregory J. Phillips
STATE FARM INVESTMENT MANAGEMENT
Durant, OK 74701-3462
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CRD#: 5270790
GP
Professional summary
Gregory John Phillips is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Durant, Oklahoma and STATE FARM VP MANAGEMENT CORP. located in Durant, Oklahoma.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Gregory 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) URBAN CUP LLC (THIS IS NOT AN INVESTMENT-RELATED BUSINESS) 6403 LAKESHORE DRIVE DALLAS, TEXAS 75214 THIS IS MY HOME ADDRESS AND THE ADDRESS OF MY WIFE. THERE IS NO ACTUAL BUSINESS LOCATION OR BUSINESS ACTIVITY FOR THIS ENTITY. THIS ENTITY WAS FORMED ON APRIL 3, 2000 DURING EXPLORATION OF WHETHER MY WIFE AND MY COUSIN'S WIFE WANTED TO START A COFFEE SHOP IN DOWNTOWN DALLAS. THE COFFEE SHOP BUSINESS NEVER STARTED BECAUSE THEY DECIDED THE TIMING WAS NOT RIGHT. ALTHOUGH THERE HAS BEEN NO BUSINESS ACTIVITY, I AM STILL LISTED AS AN OFFICER (VICE PRESIDENT/TREASURER) ON THE LIMITED LIABILITY COMPANY. I DO NOT DEVOTE ANY TIME TO THIS BUSINESS AND HAVE NOT SINCE IT WAS FORMED BECAUSE THE BUSINESS WAS NEVER ACTUALLY STARTED OTHER THAN THE CREATION OF THE LEGAL ENTITY. WE ARE IN THE PROCESS OF OFFICIALLY DISSOLVING THE LIMITED LIABILITY COMPANY AT THE PRESENT TIME. 2 ) G. Phillips Building LLC; Investment Related; 618 Bryan Dr Durant, OK 74701; Investment or Commercial Property; President/Owner/Officer; 07/21/2011; 1; 1; In 2011 I had this LLC created that until now has had no activity and was just for my State Farm agency to one day purchase a building. On July 28, 2017 the LLC is purchasing a building as an investment. Should close on the transaction July 28, 2017. Will be moving my agency to this location on January 1, 2018. There will be another renter in the building so it will have a business activity aspect. The other business is a psychiatrist/psychologist office called Riverbend Counseling, Control of the checkbook, Make deposits in the checking account, Pay bills/Co-Signor on checking account, Manage the building that will house my agency and the one renter mentioned above. 3) Choctaw Nation of Oklahoma, non investment related; 1802 Chukka Hina Durant OK 74701; Association/Committee/Council; 11/01/2019 ; government Entity; 1;0 4) Gregory Phillips's Insurance Agency; Insurance Agency; Investment-related; 618 Bryan Dr Durant, OK 74701-3462; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2007; 80; 80; Service customers and supervise employees 5) West Durant Merchants Association; non-investment related; 851 Westside Dr Durant, OK 74701; Association/Committee/Council; Committee; Board Member; 9/29/2023; 1; 1; The group started as a way to communicate to businesses in our area regarding plans for shutting down and rebuilding University Blvd (a major street that runs through our area). 6) Connectional Ministry Oklahoma Conference of the United Methodist Church; non-investment related; 1501 NW 24th Street Oklahoma City, OK 73106; Association/Committee/Council; other; none; 9/15/2023; 1; 1; serve a term on the conference Council on Finance and Administration. 7) Flyin Lion Foundation; non-investment-related; 2534 Wilson St. Durant, OK. 74701; Membership/Civic/Fraternal Organization; Board Member, None; 10/01/2025; 1;0; A nonprofit organization supporting Durant High School's aviation program by providing flight training and post-secondary aviation scholarships to students.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Phillips'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
July 2, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 618 Bryan Dr, Durant, OK 74701-3462RIA
CRD#: 3487
Durant, OK
Current
February 12, 2007 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 618 Bryan Dr, Durant, OK 74701-3462BD
CRD#: 43036
Durant, OK
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
Oklahoma(3/6/2007)
IAR
Oklahoma(7/2/2025)
RR
Texas(12/24/2019)
IAR
Texas(7/2/2025)
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.
