SG
Sandra M. Githens
STATE FARM INVESTMENT MANAGEMENT
BARTOW, FL 33830
Some features on this profile are disabled
CRD#: 5304393
SG
Professional summary
Sandra Michell Githens, who also goes by Michell Githens, Sandra Michell Harrison, Sandra Michell Hewitt, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Bartow, Florida and STATE FARM VP MANAGEMENT CORP. located in Tampa, Florida.
Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Sandra has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michell Githens | Sandra Michell Harrison | Sandra Michell Hewitt
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) Friends of the Bartow Public Library Inc; non-investment-related; 2150 S Broadway Ave, Bartow, FL 33830; Membership/Civic/Fraternal Organization; board member; 11/16/2021; 1; 1; none, 2) Sandra Githens's Insurance Agency; Insurance Agency; Investment-related; 595 W Main St Bartow, FL 33830-3658; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2007; 80; 80; Service customers and supervise employees. 3) Polk Education Foundation; non-investment-related; 1530 Shumate Drive Bartow FL 33830; education; board member; board member; 01/18/2023; 1; 1; Board members support the education Foundation through annual donations (I've been a donor for years) and/or through personal contacts; actively promote the programs and services provided; volunteer at events; recruit additional volunteers. Board members do not collect donations. The Board meets 4 times a year during lunch time. Foundation Events (Clay Shoot, Dancing with the Stars, Golf Scramble) occur outside of office hours on Saturdays or at night. 4) Bartow Bloomin' Arts Festival; Non-investment-related; PO Box 632 Bartow FL 33830; Other; Other; None; 03/01/2023; 1; 0; community art festival, annual 2-day art festival that occurs the first weekend every March, pay bills/co-signor on checking account 5) Polk Arts & Cultural Alliance; non-investment-related; 450 Martin Luther King Jr Ave Lakeland, FL 33815; Association/Committee/Council; Director; President; 09/18/2025; 2; 2; Designated Local Arts Agency (LAA) for Polk County
CRS (Client Relationship Summary) - RIA
Click below to view Sandra Michell Githens'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
August 8, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 595 W Main St, Bartow, FL 33830RIA
CRD#: 3487
BARTOW, FL
Current
June 20, 2007 - Present
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
TAMPA, 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(6/20/2007)
IAR
Florida(8/8/2023)
Exams
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
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.
