Atif M. Haq
Professional summary
Atif Maqsoodul Haq, who also goes by Atif Maqsoodul Haq, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Philadelphia, Pennsylvania and STATE FARM VP MANAGEMENT CORP. located in Wyncote, Pennsylvania.
Atif is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Atif has worked at 8 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Atif Maqsoodul Haq's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
August 19, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
March 31, 2025 - August 14, 2025
STRATEGIC ADVISERS LLC
April 2, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 27, 2024 - August 14, 2025
FIDELITY BROKERAGE SERVICES LLC
May 1, 2023 - February 20, 2024
CITIZENS SECURITIES, INC.
May 1, 2023 - February 20, 2024
CITIZENS SECURITIES, INC.
January 18, 2023 - April 28, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 15, 2022 - April 28, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 15, 2019 - August 5, 2019
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/19/2025)
(8/19/2025)
Exams
Series 6TO
Date: 8/19/2025
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 11/15/2022
General Securities Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
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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