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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2024-09-18 |
| NE | RA | APPROVED | 2024-09-17 |
| NJ | RA | APPROVED | 2019-10-01 |
| PA | RA | APPROVED | 2019-09-30 |
Branch Locations
166 Allendale Road, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Yates Insurance Agency | King Of Prussia | PA | 10/2008 | Present |
| State Farm Vp Management Corp. | King Of Prussia | PA | 10/2008 | Present |
| State Farm Investment Management Corp. | King Of Prussia | PA | 06/2019 | Present |
1) Michael Yates's Insurance Agency; Insurance Agency; Investment-related; 166 Allendale Rd Kng Of Prussa, PA 19406-2950; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2008; 80; 80; Service customers and supervise employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-12 |
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