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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
| CA | RA | APPROVED | 2018-10-22 |
Branch Locations
230 Mount Hermon Rd Ste. F, Scotts Valley, CA 95066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Scotts Valley | CA | 08/2016 | Present |
| Laureen Yungmeyer Insurance Agency | Scotts Valley | CA | 08/2016 | Present |
| State Farm Investment Management Corp. | Scotts Valley | CA | 08/2016 | 03/2017 |
| State Farm Investment Management Corp | Scotts Valley | CA | 10/2018 | Present |
1) Laureen Yungmeyer's Insurance Agency; Insurance Agency; Investment-related; 230 Mount Hermon Rd Ste F Scotts Valley, CA 95066-4034; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2007; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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