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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
OH RA APPROVED 2024-03-04
PA RA APPROVED 2019-01-01
  • OH RA
    APPROVED
    Since 2024-03-04
  • PA RA
    APPROVED
    Since 2019-01-01

Branch Locations

7 Brilliant Ave, Aspinwall, PA 15215-3117 • United States

13480 Route 30 Suite B, North Huntingdon, PA 15642 • 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 No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chad Gregorini Insurance Agency Aspinwall PA 11/2004 Present
State Farm Vp Management Corp Aspinwall PA 11/2004 Present
State Farm Vp Management Corp North Huntingdon PA 09/2015 03/2019
Chad Gregorini Insurance Agency North Huntingdon PA 09/2015 03/2019
State Farm Investment Management Corp North Huntingdon PA 12/2018 03/2019
State Farm Investment Management Corp Aspinwall PA 12/2018 Present
  • 11/2004 → Present
    Chad Gregorini Insurance Agency
    Aspinwall, PA
  • 11/2004 → Present
    State Farm Vp Management Corp
    Aspinwall, PA
  • 09/2015 → 03/2019
    State Farm Vp Management Corp
    North Huntingdon, PA
  • 09/2015 → 03/2019
    Chad Gregorini Insurance Agency
    North Huntingdon, PA
  • 12/2018 → 03/2019
    North Huntingdon, PA
  • 12/2018 → Present
    Aspinwall, PA
Other Businesses

1) Mason Movement Foundation; Non-investment-related; 130 Lorien Drive Jeannette PA 15644; Board Member; 03/01/2021; 1;0. 2) Chad Gregorini's Insurance Agency; Insurance Agency; Investment-related; 4 Center Ave Aspinwall, PA 15215-3015; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2002; 80; 80; Service customers and supervise employees 3) Gregorini Properties LLC; investment-related; 13480 Route 30, North Huntington, PA 15642; Investment or Commercial Property; Owner; Owner; 7/31/2015; 4; 0; control of checkbook, review bank statements, make deposits. 4) SFPAC; non-investment-related; 4 Center Ave., Aspinwall, PA 15215; Other; Board Member; Board Member; 2/1/2020; 5; 0; no duties. 5) Chad Gregorini - Fishing Tournaments; Non-investment-related; 1072 Government Road Irwin, Pa 15642; Other; Owner; None; 5/13/2024; 15; 0; Duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-29
S63 Uniform Securities Agent State Law Examination 2001-09-21
  • S65 Uniform Investment Adviser Law Examination
    2018-12-29
  • S63 Uniform Securities Agent State Law Examination
    2001-09-21

View on SEC IAPD

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