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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-05 |
Branch Locations
1492 Main St Suite B, Catasauqua, PA 18032 • United States
Tasp 3201 Highfield Dr Suite E, Bethlehem, PA 18020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Catasauqua | PA | 03/1998 | Present |
| Deborah Beach Insurance Agency | Catasauqua | PA | 10/1994 | Present |
| State Farm Investment Management Corp | Catasauqua | PA | 06/2023 | Present |
| Deborah Beach Insurance Agency | Bethlehem | PA | 07/2024 | Present |
| State Farm Investment Management Corp | Bethlehem | PA | 07/2024 | Present |
| State Farm Vp Management Corp | Bethlehem | PA | 07/2024 | Present |
1) Deborah Beach's Insurance Agency; Insurance Agency; Investment-related; 1492 Main St Ste B Catasauqua, PA 18032-2612; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/1992; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-22 |
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