Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AL | RA | APPROVED | 2018-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Spanish Fort | AL | 03/2013 | Present |
| State Farm Vp Management Corp | Spanish Fort | AL | 03/2013 | Present |
| State Farm Investment Management Corp. | Spanish Fort | AL | 08/2018 | Present |
1) Mitchell College of Business University of South Alabama; non-investment-related; 5811 USA Drive South Mobile AL 36688; education; Other; 10/24/2024; 1; 1; University of South Alabama has invited me to join their Economics, Finance, and Real Estate Department Advisory Board, attending approximately three meetings per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
Reach out to this advisor