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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
KY RA APPROVED 2019-04-09
  • KY RA
    APPROVED
    Since 2019-04-09

Branch Locations

1515 W Lexington Ave Suite C, Winchester, KY 40391 • United States

Winchester, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp. Winchester KY 04/2005 Present
Tim Green Insurance Agency Winchester KY 12/2005 Present
State Farm Investment Management Corp. Winchester KY 04/2019 Present
  • 04/2005 → Present
    State Farm Vp Management Corp.
    Winchester, KY
  • 12/2005 → Present
    Tim Green Insurance Agency
    Winchester, KY
  • 04/2019 → Present
    Winchester, KY
Other Businesses

1) Tates Creek Presbyterian Church; Non-Investment-Related; 3900 Rapid Run Dr, Lexington, KY 40391; Public Service; Elder; 5/7/2017; 15 HR/MO & 4 HR/MO; Serve on a board called the "Session" which governs our local church. Also help with pastoral care for church members. Not presently on any committees that oversee any of the Investment Related or Fiduciary Duties listed above. 2) Timothy Green's Insurance Agency; Insurance Agency; Investment-related; Winchester, KY, USA Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2005; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-11
  • S63 Uniform Securities Agent State Law Examination
    2003-04-11
Designations
  • Chartered Financial Consultant
Other Names
  • Tim Green

View on SEC IAPD

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