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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
VA RA APPROVED 2023-08-01
DE RA APPROVED 2023-05-01
MD RA APPROVED 2023-05-01
PA RA APPROVED 2023-05-01
  • VA RA
    APPROVED
    Since 2023-08-01
  • DE RA
    APPROVED
    Since 2023-05-01
  • MD RA
    APPROVED
    Since 2023-05-01
  • PA RA
    APPROVED
    Since 2023-05-01

Branch Locations

8709 Cowenton Ave, Perry Hall, MD 21128 • United States

8766 Philadelphia Road, Rosedale, MD 21237 • 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
Stephanie Owens Insurance Agency Rosedale MD 08/2006 Present
State Farm Vp Management Corp. Rosedale MD 08/2006 Present
Stephanie Owens Insurance Agency Lutherville MD 10/2015 12/2025
State Farm Vp Management Corp Lutherville MD 10/2015 12/2025
State Farm Investment Management Corp Lutherville MD 12/2018 09/2019
State Farm Investment Management Corp Lutherville MD 05/2023 12/2025
State Farm Investment Management Corp Rosedale MD 05/2023 Present
Stephanie Owens Insurance Agency Perry Hall MD 01/2026 Present
State Farm Investment Management Corp Perry Hall MD 01/2026 Present
State Farm Vp Management Corp. Perry Hall MD 01/2026 Present
Other Businesses

1) Thunder Island Condo Association; Non-investment-related; 107 Convention Center Dr, Ocean City, MD, 21842; Association/Committee/Council; Officer; Vice President; 09/04/2023; 4; 0; no official role on the board of directors for my condo association. will review our insurance policies. 2) Stephanie Owens's Insurance Agency; Insurance Agency; Investment-related; 8766 Philadelphia Rd Baltimore, MD 21237-2333; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2006; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-27
S63 Uniform Securities Agent State Law Examination 1997-08-12
  • S65 Uniform Investment Adviser Law Examination
    2023-03-27
  • S63 Uniform Securities Agent State Law Examination
    1997-08-12
Other Names
  • Stephanie Zannino Owens
  • Stephanie Ann Zannino

View on SEC IAPD

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