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James Michael Tatro

State Farm Investment Management Corp.

Reno, NV

CRD 5277282

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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
NV RA APPROVED 2019-02-19
  • NV RA
    APPROVED
    Since 2019-02-19

Branch Locations

9333 Double R Blvd Ste 1200, Reno, NV 89521-4872 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp. Reno NV 01/2007 Present
James Tatro Insurance Agency Reno NV 06/2007 Present
State Farm Investment Management Corp Reno NV 08/2018 Present
  • 01/2007 → Present
    State Farm Vp Management Corp.
    Reno, NV
  • 06/2007 → Present
    James Tatro Insurance Agency
    Reno, NV
  • 08/2018 → Present
    Reno, NV
Other Businesses

1) James Tatro's Insurance Agency; Insurance Agency; Investment-related; 9333 Double R Blvd Ste 1200 Reno, NV 89521-4872; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2007; 80; 80; Service customers and supervise employees 2) Goose Properties LLC; investment-related; 400 S Saliman Rd, #37 Carson City NV 89701; Investment or Commercial Property; Other; None; 08/01/2025; 0;0; LLC established by my siblings and me to purchase a home for another of my siblings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-04
S63 Uniform Securities Agent State Law Examination 2007-02-09
  • S65 Uniform Investment Adviser Law Examination
    2019-01-04
  • S63 Uniform Securities Agent State Law Examination
    2007-02-09
Other Names
  • Jim Tatro

View on SEC IAPD

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