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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
OR RA APPROVED 2024-08-07
ID RA APPROVED 2024-08-06
WA RA APPROVED 2024-08-06
  • OR RA
    APPROVED
    Since 2024-08-07
  • ID RA
    APPROVED
    Since 2024-08-06
  • WA RA
    APPROVED
    Since 2024-08-06

Branch Locations

1723 100Th Pl Se Ste D, Everett, WA 98208 • United States

Snohomish, WA • 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. Everett WA 08/2001 10/2017
Anthony Edwards Insurance Agency Everett WA 09/2003 Present
State Farm Vp Management Corp. Everett WA 10/2018 Present
State Farm Investment Management Corp. Everett WA 12/2018 06/2019
State Farm Investment Management Corp Everett WA 08/2024 Present
Other Businesses

1) Anthony Edwards's Insurance Agency; Insurance Agency; Investment-related; 1723 100th Pl SE Ste D Everett, WA 98208-3800; Other-Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2002; 80; 80; Service customers and supervise employees. 2) NEWK LLC; investment-related; 906 Parkview, Chelan, WA 99916; Investment or Commercial Property; Owner; President; 1/5/2005; 2; 0; make deposits, pay bills/co-signor on checking account. 4) Air Force Reserve; NOT investment-related; McChord Field JBLM, WA 98307; Public Service; Air Force Reservist; Command/Staff; 12/1/1989; 10; 0; no duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-12-27
  • S63 Uniform Securities Agent State Law Examination
    2001-12-27
Designations
  • Chartered Financial Consultant
Other Names
  • Tony Edwards

View on SEC IAPD

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