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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
AZ RA APPROVED 2023-05-01
NV RA APPROVED 2023-04-24
CA RA APPROVED 2023-04-18
NM RA APPROVED 2023-04-18
  • AZ RA
    APPROVED
    Since 2023-05-01
  • NV RA
    APPROVED
    Since 2023-04-24
  • CA RA
    APPROVED
    Since 2023-04-18
  • NM RA
    APPROVED
    Since 2023-04-18

Branch Locations

980 El Camino Real Ste 350, Santa Clara, CA 95050 • United States

1865 S Winchester Blvd Ste 100, Campbell, CA 95008 • 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
Alexandra Anderson Insurance Agency Santa Clara CA 06/2006 Present
State Farm Vp Management Corp Santa Clara CA 06/2006 Present
State Farm Investment Management Corp. Santa Clara CA 08/2018 01/2023
State Farm Vp Management Corp Campbell CA 01/2023 Present
Alexandra Anderson Insurance Agency Campbell CA 01/2023 Present
State Farm Investment Management Corp Santa Clara CA 04/2023 Present
State Farm Investment Management Corp Campbell CA 04/2023 Present
Other Businesses

1) Maria A Anderson Insurance Agency; Investment-related;980 El Camino Real Ste 350 Santa Clara, CA 95050-4290 ; Insurance (State Farm Mutual Automobile Insurance CompIany and its affiliates); Owner; Agent;05/01/2004 ; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-11-19
  • S63 Uniform Securities Agent State Law Examination
    2003-11-19
Designations
  • Chartered Financial Consultant
Other Names
  • Alejandra Diaz
  • Alexandra Maria Diaz
  • Alejandra Maria Anderson

View on SEC IAPD

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