RB
Robert P. Blevins
STATE FARM INVESTMENT MANAGEMENT
Waynesboro, VA 22980
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CRD#: 5925515
RB
Professional summary
Robert Patrick Blevins, who also goes by Pat Blevins, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Waynesboro, Virginia and STATE FARM VP MANAGEMENT CORP. located in Waynesboro, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Robert 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
Pat Blevins
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) Robert Blevins's Insurance Agency; Insurance Agency; Investment-related; 898 N Lee Hwy Lexington, VA 24450-3725; Investment or Commercial Property; Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees. 2) Blevins Financial, LLC; investment-related; 898 North Lee Highway, Lexington, VA 24450; Investment or Commercial Property; Owner; Owner; 4/21/2015; 1; 0; checking account. 3) Caliber Home Loans; non-investment related; 898 N Lee Highway Lexington VA 24450; mortgage loan origination; other; other; 10/01/2022; 0; 0; office space that is completely separate from our State Farm office. They are using this to have office outside of his home, wife, and kids so that he can better focus on his work. He will have his own entrance. The SF office is completely locked and has security alarms and motion detectors too.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Patrick Blevins'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
April 13, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 20 Stoneridge Dr Ste 102, Waynesboro, VA 22980Office #2: 898 N Lee Hwy, Lexington, VA 24450RIA
CRD#: 3487
Waynesboro, VA
Current
June 17, 2011 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 20 Stoneridge Dr Ste 102 , Waynesboro, VA 22980Office #2: 898 N Lee Hwy, Lexington, VA 24450BD
CRD#: 43036
Waynesboro, VA
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
North Carolina(4/29/2022)
IAR
North Carolina(4/13/2023)
RR
Tennessee(3/24/2023)
RR
Virginia(7/11/2011)
IAR
Virginia(4/13/2023)
RR
West Virginia(4/29/2022)
IAR
West Virginia(4/14/2023)
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
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.
