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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Terrell | TX | 04/1998 | Present |
| Graylan Dabney Insurance Agency | Terrell | TX | 01/2000 | Present |
| State Farm Investment Management Corp | Terrell | TX | 07/2023 | Present |
1) JOKAT REALTY LLC; Investment-related; 1006 MIDDLETON ST Forney TX 75126; REAL ESTATE FOR RENTAL PURPOSES; 06-01-2016; 100%, owner, Control of the checkbook, Review bank statements, make deposits in the checking account Pay bills/Co-Signor on checking account; 5hr/mo. 0hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
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