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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2024-10-31 |
| AR | RA | APPROVED | 2023-12-14 |
| NM | RA | APPROVED | 2023-12-08 |
| TX | RA | APPROVED | 2018-12-17 |
Branch Locations
5600 W Lovers Ln Ste 309, Dallas, TX 75209-4329 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Dallas | TX | 03/1998 | Present |
| Kathy Wall Insurance Agency | Dallas | TX | 02/1995 | Present |
| State Farm Investment Management Corp | Dallas | TX | 07/2018 | Present |
1) Kathy Wall's Insurance Agency; Insurance Agency; Investment-related; 5600 W Lovers Ln Ste 304 Dallas, TX 75209-4319; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/1993; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-12 |
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