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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-07
  • OH RA
    APPROVED
    Since 2023-06-07

Branch Locations

756 Graham Rd, Cuyahoga Fls, OH 44221 • United States

Copley, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Mangement Corp. Cuyahoga Falls OH 07/2000 Present
Meghan Macdonald Insurance Agency Cuyahoga Falls OH 07/2002 Present
State Farm Investment Management Corp Cuyahoga Fls OH 06/2023 Present
  • 07/2000 → Present
    State Farm Vp Mangement Corp.
    Cuyahoga Falls, OH
  • 07/2002 → Present
    Meghan Macdonald Insurance Agency
    Cuyahoga Falls, OH
  • 06/2023 → Present
    Cuyahoga Fls, OH
Other Businesses

1) ISAGENIX; 5917 PENWOOD DR WADSWORTH, OH 44281; Retail; ASSOCIATE; NON-INVESTMENT-RELATED; 01/05/2012; VITAMINS AND OTHER NUTRITIONAL PRODUCTS; SELLING THE PRODUCTS AND/OR SIGNING PEOPLE UP WHO WANT TO SELL THE PRODUCTS AND CONDUCTING HOME BASED PARTIES; 30 HRS/MTH-8 DURING TRADING HOURS. 2) Meghan MacDonald's Insurance Agency; Insurance Agency; Investment-related; 756 Graham Rd Cuyahoga Fls, OH 44221-1042; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2000; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-01
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01

View on SEC IAPD

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