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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-05 |
| VT | RA | APPROVED | 2018-08-21 |
| NH | RA | APPROVED | 2018-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-10 |
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