Best Investors Account Sign in
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 2025-12-19
ID RA APPROVED 2025-06-11
NC RA APPROVED 2025-06-11
AL RA APPROVED 2025-05-20
GA RA APPROVED 2020-11-12
  • AZ RA
    APPROVED
    Since 2025-12-19
  • ID RA
    APPROVED
    Since 2025-06-11
  • NC RA
    APPROVED
    Since 2025-06-11
  • AL RA
    APPROVED
    Since 2025-05-20
  • GA RA
    APPROVED
    Since 2020-11-12

Branch Locations

Buford, GA • United States

4330 S Lee St Ste 300B 300B, Buford, GA 30518-5789 • 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 Buford GA 08/2008 Present
Rosa Martinez Insurance Agency Buford GA 08/2008 Present
State Farm Investment Management Corp. Buford GA 04/2019 Present
  • 08/2008 → Present
    State Farm Vp Management Corp
    Buford, GA
  • 08/2008 → Present
    Rosa Martinez Insurance Agency
    Buford, GA
  • 04/2019 → Present
    Buford, GA
Other Businesses

1) Rosa Martinez's Insurance Agency; Insurance Agency; Investment-related; 4330 S Lee St Ste 300B Buford, GA 30518-5789; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2008; 80; 80; Service customers and supervise employees 2) RMM ENTERPRISES LLC; Investment-related; 4330 SOUTH LEE ST SUITE 300B BUFORD GA 30518; Investment or Commerical Property; Owner; None; 01/01/2021; 1; 0; RENT A SUITE OF BUILDING I OWN WITHIN AGENCY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-08
S63 Uniform Securities Agent State Law Examination 2008-03-13
  • S65 Uniform Investment Adviser Law Examination
    2020-10-08
  • S63 Uniform Securities Agent State Law Examination
    2008-03-13
Other Names
  • Rosa Martinez

View on SEC IAPD

More in Buford, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor