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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-07 |
| SC | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Heath Insurance Agency | Charlotte | NC | 10/2002 | Present |
| State Farm Vp Management Corp. | Charlotte | NC | 06/2018 | Present |
| State Farm Investment Management Corp | Charlotte | NC | 08/2024 | Present |
1) John Heath's Insurance Agency; Insurance Agency; Investment-related; 220 Wesley Heights Way Charlotte, NC 28208-4417; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2001; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-10 |
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