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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
GA RA APPROVED 2022-05-03
  • GA RA
    APPROVED
    Since 2022-05-03

Branch Locations

3867 Roswell Road Ste. 101, Atlanta, GA 30342 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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 Atlanta GA 08/2013 Present
Willard Murphy Insurance Agency Atlanta GA 08/2013 Present
State Farm Investment Management Corp Atlanta GA 05/2022 Present
  • 08/2013 → Present
    State Farm Vp Management Corp
    Atlanta, GA
  • 08/2013 → Present
    Willard Murphy Insurance Agency
    Atlanta, GA
  • 05/2022 → Present
    Atlanta, GA
Other Businesses

1) Willard Murphy's Insurance Agency; Insurance Agency; Investment-related; 3867 Roswell Rd NE Ste 101 Atlanta, GA 30342-4452; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2013; 80; 80; Service customers and supervise employees 2) Willard Murphy - Property #1 (personally Held Real Estate); investment-related; 2981 Mountain Breeze Road Marietta GA 30064; Investment or Commercial Property; Partner; 08/19/2024; 8; 0; Purchasing home to repair and sale

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-30
  • S63 Uniform Securities Agent State Law Examination
    2000-08-30
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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