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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-10 |
| AZ | RA | APPROVED | 2018-08-16 |
Branch Locations
183 E Willms Fld Rd Suite 111, Gilbert, AZ 85295-5223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nathan Atkins Insurance Agency | Gilbert | AZ | 08/2013 | Present |
| State Farm Vp Management Corp | Gilbert | AZ | 08/2013 | Present |
| State Farm Investment Management Corp. | Gilbert | AZ | 08/2018 | Present |
1) Direct Clicks Inc; non-investment; 1405 Clippership Alcove, Woodbury, MN 55125; vendor; employee; 10/25/2021; 20; 10; I will be marketing and soliciting Direct Click's services to other State Farm agents. 2) Nathan Atkins's Insurance Agency; Insurance Agency; Investment-related; 183 E Willms Fld Rd Ste 111 Gilbert, AZ 85295-5223; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2013; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-10 |
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