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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
LA RA APPROVED 2024-05-03
AR RA APPROVED 2024-05-02
OK RA APPROVED 2024-05-02
TX RA APPROVED 2021-09-28
  • LA RA
    APPROVED
    Since 2024-05-03
  • AR RA
    APPROVED
    Since 2024-05-02
  • OK RA
    APPROVED
    Since 2024-05-02
  • TX RA
    APPROVED
    Since 2021-09-28

Branch Locations

11133 Interstate 45 South Suite #170, Conroe, TX 77302 • United States

2441 High Timbers Suite 100, The Woodlands, TX 77380 • United States

Huntsville, TX • 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
April Roberts Insurance Agency The Woodlands TX 01/2014 Present
State Farm Vp Management Corp The Woodlands TX 01/2014 Present
State Farm Investment Management Corp The Woodlands TX 09/2021 Present
State Farm Investment Management Corp The Woodlands TX 04/2022 05/2022
State Farm Vp Management Corp Conroe TX 01/2024 Present
State Farm Investment Management Corp Conroe TX 01/2024 Present
April Roberts Insurance Agency Conroe TX 01/2024 Present
Other Businesses

1) April Roberts's Insurance Agency; Insurance Agency; Investment-related; 1525 Lake Front Cir Ste 5 The Woodlands, TX 77380-3662; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees. 2) Louise & Oleta's Cafe & Tea House; investment-related; 2715 Lake Rd., Huntsville, TX 77340; Service Industry; Partner; Partner; 04/15/2022; 25; 0; bank, deposits, pay, checkbook. 3) Airbnb; Investment-related; 132 Jordy Rd Huntsville TX 77320; Investment or Commercial Property; Other; None; 02/01/2023; 1; 0; renting out cabin on property via Airbnb; pay bills/co-signor on checking account; review bank statements; make deposits in the checking account 4) Law Enforcement Management Institute of Texas; Non-Investment Related; Huntsville, TX 77340; Education; Other; None; 08/12/2026; 10; 10; Volunteer as peer support

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-06-28
  • S63 Uniform Securities Agent State Law Examination
    2001-06-28
Designations
  • Chartered Financial Consultant
Other Names
  • April Dianne Coleman

View on SEC IAPD

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