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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
FL RA APPROVED 2022-09-21
  • FL RA
    APPROVED
    Since 2022-09-21

Branch Locations

8830 Coral Way, Miami, FL 33165 • 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. Cutler Bay FL 04/2013 01/2019
State Farm Insurance Cutler Bay FL 04/2013 01/2017
State Farm Insurance Charlotte NC 01/2017 04/2021
State Farm Insurance Miami FL 04/2021 09/2021
Richard Cossio Insurance Agency Miami FL 09/2021 Present
State Farm Vp Management Corp Miami FL 04/2022 Present
State Farm Investment Management Corp Miami FL 08/2022 Present
  • 04/2013 → 01/2019
    State Farm Vp Management Corp.
    Cutler Bay, FL
  • 04/2013 → 01/2017
    State Farm Insurance
    Cutler Bay, FL
  • 01/2017 → 04/2021
    State Farm Insurance
    Charlotte, NC
  • 04/2021 → 09/2021
    State Farm Insurance
    Miami, FL
  • 09/2021 → Present
    Richard Cossio Insurance Agency
    Miami, FL
  • 04/2022 → Present
    State Farm Vp Management Corp
    Miami, FL
  • 08/2022 → Present
    Miami, FL
Other Businesses

1) Richard Cossio Insurance Agency; Investment-related; 1000 Brickell Ave Ste 201-2F Miami, FL 33131-3010; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2021; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-10
S65 Uniform Investment Adviser Law Examination 1996-08-16
  • S63 Uniform Securities Agent State Law Examination
    2000-10-10
  • S65 Uniform Investment Adviser Law Examination
    1996-08-16
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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