Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-29 |
Branch Locations
2037 Irving St Ste 208, San Francisco, CA 94122-1769 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | San Francisco | CA | 04/2002 | Present |
| Bernard Wong Insurance Agency | San Francisco | CA | 01/2006 | Present |
| State Farm Investment Management Corp. | San Francisco | CA | 04/2021 | Present |
1) Bernard Wong's Insurance Agency; Insurance Agency; Investment-related; 2037 Irving St Ste 208 San Francisco, CA 94122-1769; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2002; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-18 |
Reach out to this advisor