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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-08-08 |
| AZ | RA | APPROVED | 2023-06-30 |
| NV | RA | APPROVED | 2022-05-10 |
| CA | RA | APPROVED | 2021-12-08 |
Branch Locations
Castro Valley, CA • United States
15200 Hesperian Blvd Ste 102, San Leandro, CA 94578 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | San Leandro | CA | 05/2002 | Present |
| Jerry Garcia Insurance Agency | San Leandro | CA | 06/2003 | Present |
| State Farm Investment Management Corp. | San Leandro | CA | 07/2009 | 03/2017 |
| State Farm Investment Management Corp. | San Leandro | CA | 12/2021 | Present |
1) S&G HOLDINGS LLC; INVESTMTNE; 15200 HESPERIAN BLVD SUITE 102, SAN LEANDRO, CA, 94578; REAL ESTATE; OFFICER; 10/2006; 4 HR/MO; 1 HR/MO; PROPERTY MANAGEMENT, BOOKKEEPING, PRESIDENT. 2) Castro Valley Masonic Temple Association; NOT investment-related; 4521 Crow Canyon Rd, Castro Valley, CA, 94552; Membership/Civic/Fraternal Organization; Board Member; Treasurer; 01/20/2020; 4; 0; They want to elect me treasurer of the Hall association. This is a non-paid volunteer organization. However, I would be a signer on their checking account, pay the bills and make deposits. 3) Gerald Garcia's Insurance Agency; Investment-related; 15200 Hesperian Blvd Ste 102 San Leandro, CA 94578-3955; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2001; 80; 80; Service customers and supervise employees 4) Keystone Adult Learning Center; non-investment related; 1241 Quarry Lane Ste 145 Pleasanton CA 94566; Education; Director; Secretary; 01/01/1999; 2hrs yrly; 0; I attend one annual board meeting, take minutes, vote on motions that do not involve financial products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-09 |
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