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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-03-11
TX RA APPROVED 2024-03-06
  • LA RA
    APPROVED
    Since 2024-03-11
  • TX RA
    APPROVED
    Since 2024-03-06

Branch Locations

6575 West Loop S Ste 500, Bellaire, TX 77401 • United States

2204 Thompson Rd, Richmond, TX 77469 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kevin Patton Insurance Agency Richmond TX 12/2004 Present
State Farm Vp Management Corp Richmond TX 06/2010 Present
State Farm Investment Management Corp Richmond TX 03/2024 Present
State Farm Investment Management Corp Bellaire TX 03/2024 Present
State Farm Vp Management Corp Bellaire TX 03/2024 Present
Kevin Patton Insurance Agency Bellaire TX 03/2024 Present
  • 12/2004 → Present
    Kevin Patton Insurance Agency
    Richmond, TX
  • 06/2010 → Present
    State Farm Vp Management Corp
    Richmond, TX
  • 03/2024 → Present
    Richmond, TX
  • 03/2024 → Present
    Bellaire, TX
  • 03/2024 → Present
    State Farm Vp Management Corp
    Bellaire, TX
  • 03/2024 → Present
    Kevin Patton Insurance Agency
    Bellaire, TX
Other Businesses

1) URETTE PROPERTIES LLC. NON-INVESTMENT-RELATED; 2204 THOMPSON HWY, RICHMOND, TX 77469; Investment or Commercial Property; PURCHASE OF PROPERTY FOR LLC; OFFICER; 2/2008; 1 HR/MO; 0 HR/MO; MEMBER. KEVIN PATTON STATE FARM AGENT WILL BEGIN LEASING FROM KURETTE PROPERTIES, LLC WICH IS ALSO OWNED BY RR. WILL MAKE SPACE AVAILABLE FOR OTHER BUSINESSES. 2) Kevin D Patton Insurance Agency; Investment-related; 2204 Thompson Rd Richmond, TX 77469-5412; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;11/01/2003; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-20
  • S63 Uniform Securities Agent State Law Examination
    2003-06-20
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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