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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2019-11-20 |
Branch Locations
20680 Westheimer Pkwy Ste 20, Katy, TX 77450-6231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A I M Distributors, Inc. | Houston | TX | 06/1999 | 09/2018 |
| Invesco Advisers, Inc. | Atlanta | GA | 01/2010 | 09/2018 |
| Michael Svadlenak Insurance Agency | Katy | TX | 01/2019 | 05/2019 |
| State Farm Insurance | Katy | TX | 05/2019 | 09/2019 |
| Scott Mcdowell Insurance Agency | Katy | TX | 10/2019 | Present |
| State Farm Vp Management Corp | Katy | TX | 10/2019 | Present |
| Unemployed | Katy | TX | 10/2018 | 12/2018 |
| State Farm Investment Management Corp | Katy | TX | 11/2019 | Present |
1) Jon McDowell's Insurance Agency; Insurance Agency; Investment-related; 20680 Westheimer Pkwy Ste 20 Katy, TX 77450-6231; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2019; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-30 |
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