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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-13 |
| NY | RA | APPROVED | 2024-03-13 |
| PA | RA | APPROVED | 2024-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tanya Ramirez Insurance Agency | Bethlehem | PA | 03/2014 | 09/2024 |
| State Farm Vp Management Corp | Bethlehem | PA | 03/2014 | Present |
| State Farm Investment Management Corp | Bethlehem | PA | 03/2024 | Present |
| State Farm Insurance | Bethlehem | PA | 09/2024 | Present |
1) C&T Ram Holdings; non-investment-related; 1250 Greenwood Drive Bethlehem, PA 18017; Investment or commercial property; Owner/Partner 50%; 2; 0; Maintenance of the grounds, control of checkbook, review bank statements, make deposits in the checking accounts, pay bills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-05 |
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