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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2020-06-09 |
| KY | RA | APPROVED | 2020-06-09 |
Branch Locations
215 La Grange Rd., Pewee Valley, KY 40056-9174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Louisville | KY | 12/2002 | Present |
| Kelley Adams Insurance Agency | Louisville | KY | 12/2005 | Present |
| State Farm Investment Management Corp. | Pewee Valley | KY | 06/2020 | Present |
1) Kelley A Adams Insurance Agency; Investment-related;215 La Grange Rd Pewee Valley, KY 40056-9174; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2003; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-14 |
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