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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
FL RA APPROVED 2026-03-03
SC RA APPROVED 2020-09-04
GA RA APPROVED 2018-09-04
  • FL RA
    APPROVED
    Since 2026-03-03
  • SC RA
    APPROVED
    Since 2020-09-04
  • GA RA
    APPROVED
    Since 2018-09-04

Branch Locations

The Villages, FL • United States

Statham, GA • 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 Bishop GA 03/2013 11/2016
State Farm Insurance Bishop GA 03/2013 11/2016
State Farm Vp Management Corp Athens GA 11/2016 01/2017
State Farm Insurance Athens GA 11/2016 01/2017
State Farm Insurance Statham GA 01/2017 07/2026
State Farm Vp Management Corp Statham GA 01/2017 Present
State Farm Investment Management Corp. Statham GA 08/2018 Present
State Farm Insurance The Villages FL 12/2025 07/2026
State Farm Investment Management Corp. The Villages FL 12/2025 Present
State Farm Vp Management Corp The Villages FL 12/2025 Present
State Farm Insurance The Villages FL 07/2026 Present
State Farm Insurance Statham GA 07/2026 Present
  • 03/2013 → 11/2016
    State Farm Vp Management Corp
    Bishop, GA
  • 03/2013 → 11/2016
    State Farm Insurance
    Bishop, GA
  • 11/2016 → 01/2017
    State Farm Vp Management Corp
    Athens, GA
  • 11/2016 → 01/2017
    State Farm Insurance
    Athens, GA
  • 01/2017 → 07/2026
    State Farm Insurance
    Statham, GA
  • 01/2017 → Present
    State Farm Vp Management Corp
    Statham, GA
  • 08/2018 → Present
    Statham, GA
  • 12/2025 → 07/2026
    State Farm Insurance
    The Villages, FL
  • 12/2025 → Present
    The Villages, FL
  • 12/2025 → Present
    State Farm Vp Management Corp
    The Villages, FL
  • 07/2026 → Present
    State Farm Insurance
    The Villages, FL
  • 07/2026 → Present
    State Farm Insurance
    Statham, GA
Other Businesses

1) Optavia; Non-Investment Related; 100 International Drive, Baltimore, MD 21202; Coach; 12/12/2018; supporting others in their quest for living a healthier lifestyle.; No other duties.; 5 HR/MO & 0 HR/MO.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-17
  • S63 Uniform Securities Agent State Law Examination
    2004-05-17
Designations
  • Chartered Financial Consultant
Other Names
  • Cliff Bonds

View on SEC IAPD

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