Best Investors Account Sign in
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 2026-04-22
AZ RA APPROVED 2025-11-05
NV RA APPROVED 2025-11-03
CA RA APPROVED 2025-10-31
  • FL RA
    APPROVED
    Since 2026-04-22
  • AZ RA
    APPROVED
    Since 2025-11-05
  • NV RA
    APPROVED
    Since 2025-11-03
  • CA RA
    APPROVED
    Since 2025-10-31

Branch Locations

17134 Colima Road Ste A, Hacienda Heights, CA 91745 • United States

17870 Castleton St Ste 128, City Industry, CA 91748 • 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. City Industry CA 03/1998 Present
Christy C Lee Insurance Agency City Industry CA 06/1993 Present
State Farm Investment Management Corp City Industry CA 09/2018 11/2019
Christy C Lee Insurace Agency Hacienda Heights CA 04/2019 Present
State Farm Vp Management Corp Hacienda Heights CA 04/2019 Present
State Farm Investment Management Corp Hacienda Heights CA 10/2025 Present
State Farm Investment Management Corp City Industry CA 10/2025 Present
Other Businesses

1) Christy Lee's Insurance Agency; Investment-related; 17870 Castleton St Ste 128 City Industry, CA 91748-6799 and 17134 Colima Rd Ste A Hacienda Hts, CA 91745-6737; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/1991; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-25
  • S63 Uniform Securities Agent State Law Examination
    2001-01-25
Designations
  • Chartered Financial Consultant
Other Names
  • Christy Chen Lee

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Hacienda Heights, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor