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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
OH RA APPROVED 2024-10-23
FL RA APPROVED 2022-12-04
  • OH RA
    APPROVED
    Since 2024-10-23
  • FL RA
    APPROVED
    Since 2022-12-04

Branch Locations

12908 S Ob Trl Ste. 101, Orlando, FL 32837 • United States

2020 Aloma Ave, Winter Park, FL 32792 • United States

Orlando, FL • 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. Orlando FL 02/2002 Present
Tony Lopez Insurance Agency Orlando FL 07/2002 Present
Tony Lopez Insurance Agency Palm Coast FL 01/2012 02/2017
State Farm Vp Management Corp. Palm Coast FL 01/2012 02/2017
State Farm Investment Management Corp Orlando FL 08/2018 Present
State Farm Vp Management Corp. Winter Park FL 02/2017 Present
Tony Lopez Insurance Agency Winter Park FL 02/2017 Present
State Farm Investment Management Corp Winter Park FL 02/2017 Present
  • 02/2002 → Present
    State Farm Vp Management Corp.
    Orlando, FL
  • 07/2002 → Present
    Tony Lopez Insurance Agency
    Orlando, FL
  • 01/2012 → 02/2017
    Tony Lopez Insurance Agency
    Palm Coast, FL
  • 01/2012 → 02/2017
    State Farm Vp Management Corp.
    Palm Coast, FL
  • 08/2018 → Present
    Orlando, FL
  • 02/2017 → Present
    State Farm Vp Management Corp.
    Winter Park, FL
  • 02/2017 → Present
    Tony Lopez Insurance Agency
    Winter Park, FL
  • 02/2017 → Present
    Winter Park, FL
Other Businesses

1) Anthony Lopez's Insurance Agency; Insurance Agency; Investment-related; 12908 S Ob Trl Ste 101 Orlando, FL 32837-6503; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2000; 80; 80; Service customers and supervise employees 2) Florida State Farm Agency Owners Association; Non-Investment Related; 9458 FL A1AALT Palm Beach Gardens, FL 33403; Association/Committee/Council; Officer; None; 04/01/2026; 1; 0; None

Designations
  • Chartered Financial Consultant
Other Names
  • Tony Lopez

View on SEC IAPD

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