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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-05-03 |
| AR | RA | APPROVED | 2024-05-02 |
| OK | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-28 |
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