Trummie Lee Patrick III
Investment Adviser Representative at State FARM Investment Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Trummie Lee Patrick III is an investment adviser representative with State FARM Investment Management Corp. in Roswell, GA, where they have been registered since 2025. They have worked in the securities industry since 2007 and were previously registered with State FARM VP Management Corp. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia and South Carolina.
Registrations & licenses
- Investment adviser:
- Georgia, South Carolina
- Broker:
3 states and territories
Georgia, South Carolina, Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trummie Patrick Insurance AgencyAug 2006 – no end date reportedCanton, GA
- State FARM VP Management CorpAug 2006 – Feb 2020Canton, GA
- Trummie Patrick Insurance AgencyApr 2013 – no end date reportedRoswell, GA
- State FARM VP Management Corp.Apr 2013 – Feb 2020Roswell, GA
- State FARM VP Management Corp.Jun 2021 – no end date reportedRoswell, GA
- State FARM VP Management Corp.Jun 2021 – no end date reportedCanton, GA
- State Farm Investment Management CorpSep 2025 – no end date reportedRoswell, GA
- State Farm Investment Management CorpSep 2025 – no end date reportedCanton, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About State FARM Investment Management Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7,007
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bloomington, IL
- SEC file number:
- 801-8184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at State FARM Investment Management Corp.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trummie Lee Patrick III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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