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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
NJ RA APPROVED 2019-02-20
PA RA APPROVED 2019-02-05
  • NJ RA
    APPROVED
    Since 2019-02-20
  • PA RA
    APPROVED
    Since 2019-02-05

Branch Locations

1434 Pocono Blvd Ste. 102, Mount Pocono, PA 18344 • United States

Tannersville, PA • 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 Mount Pocono PA 07/2002 Present
Elizabeth Moloughney Insurance Agency Mount Pocono PA 07/2006 Present
State Farm Investment Management Corp Mount Pocono PA 08/2018 Present
Elizabeth Moloughney Insurance Agency Stroudsburg PA 01/2021 Present
State Farm Vp Management Corp Stroudsburg PA 01/2021 Present
  • 07/2002 → Present
    State Farm Vp Management Corp
    Mount Pocono, PA
  • 07/2006 → Present
    Elizabeth Moloughney Insurance Agency
    Mount Pocono, PA
  • 08/2018 → Present
    Mount Pocono, PA
  • 01/2021 → Present
    Elizabeth Moloughney Insurance Agency
    Stroudsburg, PA
  • 01/2021 → Present
    State Farm Vp Management Corp
    Stroudsburg, PA
Other Businesses

1) Elizabeth-Ann Moloughney's Insurance Agency; Insurance Agency; Investment-related; 1434 Pocono Blvd Ste 102 Mount Pocono, PA 18344-1685; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2002; 80; 80; Service customers and supervise employees 2) Team Member Hall of Fame; Non-Investment Related; 1434 Pocono Blvd Mount Pocono, PA 18344; Other; Director; None; 03/13/2026; 5; 5; It's a non-profit with a board of 5 agents.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-05
S63 Uniform Securities Agent State Law Examination 2002-01-29
  • S65 Uniform Investment Adviser Law Examination
    2019-02-05
  • S63 Uniform Securities Agent State Law Examination
    2002-01-29
Other Names
  • Elizabeth Ann Sonnenberg
  • Beth Maher
  • Elizabeth Ann Maher
  • Elizabeth Ann Maher

View on SEC IAPD

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