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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
TX RA APPROVED 2023-05-01
  • TX RA
    APPROVED
    Since 2023-05-01

Branch Locations

4624 State Hwy 66 Suite 30, Caddo Mills, TX 75135 • 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
Savannah Bur Insurance Agency Caddo Mills TX 11/2020 Present
Homemaking Rockwall TX 04/2020 10/2020
Gartner Dallas TX 09/2019 04/2020
Psav Dallas TX 01/2012 08/2019
State Farm Vp Management Corp Caddo Mills TX 02/2023 Present
State Farm Investment Management Corp Caddo Mills TX 05/2023 Present
  • 11/2020 → Present
    Savannah Bur Insurance Agency
    Caddo Mills, TX
  • 04/2020 → 10/2020
    Homemaking
    Rockwall, TX
  • 09/2019 → 04/2020
    Gartner
    Dallas, TX
  • 01/2012 → 08/2019
    Psav
    Dallas, TX
  • 02/2023 → Present
    State Farm Vp Management Corp
    Caddo Mills, TX
  • 05/2023 → Present
    Caddo Mills, TX
Other Businesses

1) Savannah Bur's Insurance Agency; Investment-related; 4264 State Highway 66 Ste 30 Caddo Mills TX 75135; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2021; 80; 80; Service customers and supervise employees 2) Savannah Bur Property#1 (Personally Held Real Estate); investment; 3642 Fm 1565 Caddo Mills, TX 75135; Investment or Commercial Property; Owner; none; 8/19/2022; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-18
S65 Uniform Investment Adviser Law Examination 2022-06-03
  • S63 Uniform Securities Agent State Law Examination
    2023-04-18
  • S65 Uniform Investment Adviser Law Examination
    2022-06-03
Other Names
  • Savannah Rose Sawyers

View on SEC IAPD

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