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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 | 2023-07-14 |
| MD | RA | APPROVED | 2023-07-14 |
| PA | 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 | York | PA | 01/2003 | Present |
| Vincent Cerceo Insurance Agency | York | PA | 01/2005 | Present |
| State Farm Investment Management Corp | York | PA | 09/2018 | 06/2019 |
| Vincent Cerceo Insurance Agency | Hanover | PA | 07/2022 | Present |
| State Farm Vp Management Corp | Hanover | PA | 07/2022 | Present |
| State Farm Investment Management Corp | Hanover | PA | 07/2023 | Present |
| State Farm Investment Management Corp | York | PA | 07/2023 | Present |
1) Vincent P Cerceo Insurance Agency; Investment-related;95 Theater Ln York, PA 17402-2657 ; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2003; 80; 80; Service customers and supervise employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-27 |
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