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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-31 |
| CA | RA | APPROVED | 2026-04-29 |
| AZ | RA | APPROVED | 2025-08-06 |
| AL | RA | APPROVED | 2025-07-23 |
| CO | RA | APPROVED | 2025-07-23 |
| CT | RA | APPROVED | 2025-07-23 |
| ID | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
3933 Steck Avenue Suite B 111, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Austin | TX | 05/1998 | Present |
| Ted Heaton Iii Insurance Agency | Austin | TX | 08/1980 | Present |
| Ted Heaton Iii Insurance Agency | Round Rock | TX | 02/2014 | 10/2021 |
| State Farm Vp Management Corp | Round Rock | TX | 02/2014 | 10/2021 |
| State Farm Investment Management Corp | Round Rock | TX | 07/2025 | 08/2025 |
| State Farm Investment Management Corp | Austin | TX | 07/2025 | Present |
1) Ted Heaton III Insurance Agency; Insurance Agency; Investment-related; 3933 Steck Ave Ste B111 Austin, TX 78759-8648; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/1978; 80; 80; Service customers and supervise employees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-08 |
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