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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 2018-08-27
  • TX RA
    APPROVED
    Since 2018-08-27

Branch Locations

6324 Nw Loop 410, San Antonio, TX 78238 • United States

San Antonio, TX • 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
Southwest Football Officials San Antonio TX 08/1983 09/2016
State Farm Vp Management Corp. San Antonio TX 03/1998 Present
Donald Britt Insurance Agency San Antonio TX 08/1991 Present
State Farm Investment Management Corp San Antonio TX 08/2018 Present
  • 08/1983 → 09/2016
    Southwest Football Officials
    San Antonio, TX
  • 03/1998 → Present
    State Farm Vp Management Corp.
    San Antonio, TX
  • 08/1991 → Present
    Donald Britt Insurance Agency
    San Antonio, TX
  • 08/2018 → Present
    San Antonio, TX
Other Businesses

1) Donald Britt's Insurance Agency; Insurance Agency; Investment-related; 6324 NW Loop 410 San Antonio, TX 78238-3803; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/1989; 80; 80; Service customers and supervise employees 2) Texas Association of Sports Officials-San Antonio Football Chapter - Referee-ended 09/01/2016; Not-Investment Related; 6102 Forest Bend San Antonio, TX 78240; Service Industry; Independent Contractor; 04/06/2020; 20hrs; None 3) City of Leon Valley; Non-Investment Related; 6400 El Verde Road Leon Valley, TX 78238; Public Service; Board Member; None; 06/30/2026; 2; 0; Commisioner on Planning and Zoning Commission, which is an advisory board to the city council of Leon Valley

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-26
S63 Uniform Securities Agent State Law Examination 1998-06-15
  • S65 Uniform Investment Adviser Law Examination
    2018-08-26
  • S63 Uniform Securities Agent State Law Examination
    1998-06-15
Designations
  • Chartered Financial Consultant
Other Names
  • Donnie Britt

View on SEC IAPD

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