Best Investors Account Sign in
Claim This Profile
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
NY RA APPROVED 2021-08-05
VT RA APPROVED 2018-08-21
NH RA APPROVED 2018-08-15
  • NY RA
    APPROVED
    Since 2021-08-05
  • VT RA
    APPROVED
    Since 2018-08-21
  • NH RA
    APPROVED
    Since 2018-08-15

Branch Locations

Clifton Park, NY • 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. Clifton Park NY 03/2013 Present
State Farm Insurance Clifton Park NY 03/2013 Present
State Farm Investment Management Corp. Clifton Park NY 08/2018 Present
  • 03/2013 → Present
    State Farm Vp Management Corp.
    Clifton Park, NY
  • 03/2013 → Present
    State Farm Insurance
    Clifton Park, NY
  • 08/2018 → Present
    Clifton Park, NY
Other Businesses

1) Jonesville United Methodist Church; non-investment-related; 963 Main Street, Clifton Park, NY 12065; Religious/Church; Committee Member/Treasurer; 02/01/2022; 5 Mo/0 Mo; STAHL committee helping provide resources to those affected by the disease of addiction. I was recently asked to become the Treasurer (Bookkeeper) of my committee. My duties will include tracking monthly expenses, communicating with the Church Treasurer and Financial Committee Chair on budget and distributions, and reporting out to the committee monthly. It is a bookkeeping and reporting role. I will not have access to any funds directly and do not write or sign checks. Those are controlled by the Church Treasurer and Finance Committee Chairperson.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-11-10
  • S63 Uniform Securities Agent State Law Examination
    2000-11-10
Designations
  • Chartered Financial Consultant
Other Names
  • Pj Furnari

View on SEC IAPD

More in Clifton Park, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor