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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
VA RA APPROVED 2019-03-07
  • VA RA
    APPROVED
    Since 2019-03-07

Branch Locations

241 Dimmock Pkwy Ste 4, Colonial Hgts, VA 23834-2915 • 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. Colonial Heights VA 02/2002 Present
Anne Henry Insurance Agency Colonial Heights VA 08/2002 Present
State Farm Investment Management Corp Colonial Heights VA 01/2019 Present
  • 02/2002 → Present
    State Farm Vp Management Corp.
    Colonial Heights, VA
  • 08/2002 → Present
    Anne Henry Insurance Agency
    Colonial Heights, VA
  • 01/2019 → Present
    Colonial Heights, VA
Other Businesses

1) Anne Henry's Insurance Agency; Insurance Agency; Investment-related; 241 Dimmock Pkwy Ste 4 Colonial Hgts, VA 23834-2915; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2002; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-07
S63 Uniform Securities Agent State Law Examination 2002-03-01
  • S65 Uniform Investment Adviser Law Examination
    2019-03-07
  • S63 Uniform Securities Agent State Law Examination
    2002-03-01
Other Names
  • Anne Page Gee

View on SEC IAPD

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