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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-30 |
| OR | RA | APPROVED | 2023-06-29 |
| CA | RA | APPROVED | 2023-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Concord | CA | 12/2001 | Present |
| Gail Williams Insurance Agency | Concord | CA | 01/2004 | Present |
| State Farm Investment Management Corp | Concord | CA | 05/2023 | Present |
1) Gail Williams's Insurance Agency; Insurance Agency; Investment-related; 5041 Clayton Rd Concord, CA 94521-3006; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/28/2001; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-24 |
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