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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
ID RA APPROVED 2026-08-17
FL RA APPROVED 2018-11-09
  • ID RA
    APPROVED
    Since 2026-08-17
  • FL RA
    APPROVED
    Since 2018-11-09

Branch Locations

3650 Fas Hl Blvd Ste.3, West Palm Beach, FL 33406 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Daniel Cavin Insurance Agency West Palm Beach FL 01/2010 Present
State Farm Vp Management Corp. West Palm Beach FL 01/2010 Present
State Farm Investment Management Corp West Palm Beach FL 09/2018 Present
  • 01/2010 → Present
    Daniel Cavin Insurance Agency
    West Palm Beach, FL
  • 01/2010 → Present
    State Farm Vp Management Corp.
    West Palm Beach, FL
  • 09/2018 → Present
    West Palm Beach, FL
Previous Registrations
Other Businesses

1) Daniel Cavin's Insurance Agency; Insurance Agency; Investment-related; 3650 Fst Hl Blvd Ste 3 West Palm Bch, FL 33406-5662; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2007; 80; 80; Service customers and supervise employees 2) Dan Cavin - Property #1 (Personally Held Real Estate); investment; 9113 paragon way Boynton beach, Fl 33472; Investment or Commercial Property; Owner; none; 08/01/2022; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-10
  • S66 Uniform Combined State Law Examination
    2000-11-10
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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