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Daniel Christopher Pulaski

State Farm Investment Management Corp.

Frisco, TX

CRD 3040012

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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
TX RA APPROVED 2022-07-05
  • TX RA
    APPROVED
    Since 2022-07-05

Branch Locations

1518 Legacy Dr Ste 200, Frisco, TX 75034-6039 • 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. Frisco TX 03/1998 Present
Dan Pulaski Insurance Agency Frisco TX 09/1996 Present
State Farm Investment Management Corp Frisco TX 08/2018 08/2018
State Farm Investment Management Corp Frisco TX 07/2022 Present
Other Businesses

1) Daniel Pulaski's Insurance Agency; Insurance Agency; Investment-related; 1518 Legacy Dr Ste 200 Frisco, TX 75034-6039; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1994; 80; 80; Service customers and supervise employees. 2) Denton County Municipal Utility District No. 5; Non-investment-related; PO Box 80, Tomball, TX 77377; Membership/Civic/Fraternal Organization; Member; Secretary; 12/1/2012; 1; 0; hear development issues, board of secretaries and part of the quorum to pass resolution on these issues. 3) Polekitty Properties; Investment-related; 5349 Balmoral Dr Frisco, TX 75034; Investment or Commercial Property; Owner; 03/18/2024; 10; 4; rental property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-19
  • S63 Uniform Securities Agent State Law Examination
    1998-05-19
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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