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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
NV RA APPROVED 2024-08-28
AZ RA APPROVED 2024-08-09
CA RA APPROVED 2018-08-07
  • NV RA
    APPROVED
    Since 2024-08-28
  • AZ RA
    APPROVED
    Since 2024-08-09
  • CA RA
    APPROVED
    Since 2018-08-07

Branch Locations

454 North Arrowhead Avenue, San Bernardino, CA 92401-1421 • 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
State Farm Vp Management Corp San Bernardino CA 07/2000 Present
Rc Chavez Insurance Agency San Bernardino CA 02/2003 Present
State Farm Investment Management Corp. San Bernardino CA 08/2018 Present
  • 07/2000 → Present
    State Farm Vp Management Corp
    San Bernardino, CA
  • 02/2003 → Present
    Rc Chavez Insurance Agency
    San Bernardino, CA
  • 08/2018 → Present
    San Bernardino, CA
Other Businesses

1) RC Chavez's Insurance Agency; Insurance Agency; Investment-related; 454 N Arrowhead Ave Sn Bernrdno, CA 92401-1421; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2000; 80; 80; Service customers and supervise employees 2) Rc Chavez - Property #1 (Personally Held Real Estate); investment; 454 N Arrowhead Ave San Bernardino, ca 92401; Investment or Commercial Property; Owner; none; 02/01/2004; 4; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-06-26
  • S63 Uniform Securities Agent State Law Examination
    2000-06-26
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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