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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
MD RA APPROVED 2018-12-17
  • MD RA
    APPROVED
    Since 2018-12-17

Branch Locations

791 Aquahart Rd Ste 100, Glen Burnie, MD 21061 • 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. Glen Burnie MD 10/1998 Present
Dave White Insurance Agency Glen Burnie MD 10/1999 Present
  • 10/1998 → Present
    State Farm Vp Management Corp.
    Glen Burnie, MD
  • 10/1999 → Present
    Dave White Insurance Agency
    Glen Burnie, MD
Other Businesses

David White's Insurance Agency; Insurance Agency; Investment-related; 791 Aquahart Rd Ste 100 Glen Burnie, MD 21061-3949; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/1998; 80; 80; Service customers and supervise employees

Designations
  • Chartered Financial Consultant

View on SEC IAPD

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