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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2018-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Management Corp. | Sandy | UT | 07/2015 | Present |
| State Farm Insurance | Sandy | UT | 07/2015 | Present |
| State Farm Investment Management Corp | Sandy | UT | 09/2018 | Present |
1) HOUSE OF TREASURE INSTITUTE; non-investment related; 11504 Hidden Valley Blvd Sandy UT 84092; Education; Owner; Owner; 01/01/2001; 12; 0; Motivational speaker, trainer and coach. I plan to use a variety of social media to promote House of Treasure Institute, which may include various social media platforms like YouTube, Instagram, Twitter, my own web page, etc. All lifestyle and time management related. No financial advice at all. 2) CAMPO RESIDENTIAL LLC; investment related; 11504 Hidden Valley Blvd Sandy UT 84092; investment or commercial property, passive real estate income; owner; owner; 11/14/2011; 0; 0; 50% Owner with wife; LLC Owning homes, my wife and I maintain our two homes. We control the assets we jointly own and maintain them. 3) CAMPO COMMERCIAL LLC; investment related; 11504 Hidden Valley Blvd Sandy UT 84092; investment or commercial property, passive real estate income; owner; owner; 11/14/2011; 0; 0; LLC Owning Commercial Building; Wife and I maintain building. We control the assets we jointly own and maintain them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-20 |
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