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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2023-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Milton | WV | 10/2000 | Present |
| James Mccray Insurance Agency | Milton | WV | 10/2001 | Present |
| State Farm Investment Management Corp | Milton | WV | 06/2023 | Present |
1) Jay-Bee Production; Not-Investment-Related; Route 1 Bo 5, Cairo WV 26337; Other - Oil and gas production; Inherited royalties; 09/11/2015; 0hr/Mo for both; No Duties. 2) James McCray's Insurance Agency; Insurance Agency; Investment-related; 304 E Main St Milton, WV 25541-1508; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2000; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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