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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
FL RA APPROVED 2018-09-05
  • FL RA
    APPROVED
    Since 2018-09-05

Branch Locations

419 Us Hwy 17 92 W, Haines City, FL 33844-5006 • 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. Haines City FL 02/1998 Present
Teresa Connell Insurance Agency Haines City FL 09/1997 Present
State Farm Investment Management Corp Haines City FL 08/2018 Present
  • 02/1998 → Present
    State Farm Vp Management Corp.
    Haines City, FL
  • 09/1997 → Present
    Teresa Connell Insurance Agency
    Haines City, FL
  • 08/2018 → Present
    Haines City, FL
Other Businesses

1) Teresa Connell's Insurance Agency; Insurance Agency; Investment-related; 419 Us Hwy 17 92 W Haines City, FL 33844-5006; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1996; 80; 80; Service customers and supervise employees 2) Teresa Connell Property#1 (Personally Held Real Estate); investment; 407 A US Hwy 17-92 Haines City, Fl 33844; Investment or Commercial Property; Independent Contractor; none; 08/08/2014; 1; 0; Duties: Personally Held Real Estate 3) Teresa Connell Property#2 (Personally Held Real Estate); investment; 407 B US Hwy 17-92 Haines City, Fl 33844; Investment or Commercial Property; Owner; none; 08/08/2014; 1; 0; Duties: Personally Held Real Estate

Designations
  • Chartered Financial Consultant

View on SEC IAPD

More in Haines City, FL

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