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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2018-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Heath | OH | 04/2004 | Present |
| Stacy Engle Insurance Agency | Heath | OH | 04/2004 | Present |
| State Farm Investment Management Corp | Heath | OH | 08/2018 | Present |
1) Stacy Engle's Insurance Agency; Insurance Agency; Investment-related; 417 S 30th St Heath, OH 43056-1215; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2001; 80; 80; Service customers and supervise employees. 2) Granville Township Board of Zoning Appeals; Non-investment-related; 1554 Columbus Rd., Granville, OH 43023; Membership/Civic/Fraternal Organization; Board Member; Board Member; 2/1/2003; 4; 0; township zoning. 3) Chacy Properties Inc; Non-investment-related; 417 S. 30th Street, Heath, OH 43056; Investment or Commercial Property; Partner; Partner; 1/1/2007; 0; 0; no duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
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