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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
CA RA APPROVED 2024-01-03
  • CA RA
    APPROVED
    Since 2024-01-03

Branch Locations

2737 Judah St, San Francisco, CA 94122 • 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 Francisco CA 06/2004 Present
Paul Chew Insurance Agency San Francisco CA 02/2005 Present
State Farm Investment Management Corp San Francisco CA 01/2024 Present
  • 06/2004 → Present
    State Farm Vp Management Corp
    San Francisco, CA
  • 02/2005 → Present
    Paul Chew Insurance Agency
    San Francisco, CA
  • 01/2024 → Present
    San Francisco, CA
Other Businesses

1) Paul Chew Insurance Agency; Investment-related; 2737 Judah St San Francisco, CA 94122-1433; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2005; 80; 80; Service customers and supervise employees 2) Rental Property #1 (Personally Held Real Estate); investment; 601-607 21st St Richmond, Ca 94801; Investment or Commercial Property; Owner; none; 12/10/2007; 1; 0; Duties: Personally Held Real Estate 3) Rental Property #2 (Personally Held Real Estate); investment; 238 Anza St #2 San Francisco, CA 94118; Investment or Commercial Property; Owner; none; 4/1/2011; 1; 0; Duties: Personally Held Real Estate 4) Rental Property #3 (Personally Held Real Estate); investment; 2735 Judah St San Francisco, CA 94122; Investment or Commercial Property; Owner; none; 2/1/2024; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-28
S63 Uniform Securities Agent State Law Examination 2004-07-06
  • S65 Uniform Investment Adviser Law Examination
    2023-12-28
  • S63 Uniform Securities Agent State Law Examination
    2004-07-06
Other Names
  • Paul N/A Chew

View on SEC IAPD

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