Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-10-23 |
| NY | RA | APPROVED | 2024-05-16 |
| NC | RA | APPROVED | 2023-05-11 |
| SC | RA | APPROVED | 2023-05-11 |
Branch Locations
105 E Wesmark Blvd Suite 6, Sumter, SC 29150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Sumter | SC | 09/2002 | Present |
| Tammy Kelly Insurance Agency | Sumter | SC | 12/2004 | Present |
| State Farm Investment Management Corp. | Sumter | SC | 08/2018 | Present |
| State Farm Investment Management Corp | Sumter | SC | 05/2023 | Present |
1) Tammy Kelly's Insurance Agency; Insurance Agency; Investment-related; 105 E Wesmark Blvd Ste 6 Sumter, SC 29150-7212; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2002; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-30 |
Reach out to this advisor