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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2019-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Columbia Falls | MT | 02/1998 | Present |
| Lyle Mitchell Insurance Agency | Columbia Falls | MT | 06/1995 | Present |
| State Farm Investment Management Corp. | Columbia Falls | MT | 04/2010 | 03/2017 |
| State Farm Investment Management Corp | Columiba Falls | MT | 06/2019 | Present |
1) Lyle Mitchell's Insurance Agency; Insurance Agency; Investment-related; 31 8th St E Columbia Falls, MT 59912-3704; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/1993; 80; 80; Service customers and supervise employees 2) CARLYLE PROPERTIES LLC; INVESTMENT-RELATED; 1123 9TH ST W, COLUMBIA FALLS, MT,59912; COMMERCIAL REAL ESTATE; 55% OWNER; 7/14/2014; 4 HR/MO; 0 HR/MO; CONTROL OF CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS, PAY BILLS, CHECK SIGNATORY AUTHORITY, MANAGING PARTNER, COLLECT RENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
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