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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
CA RA APPROVED 2024-10-22
CO RA APPROVED 2024-10-22
IL RA APPROVED 2024-10-22
PA RA APPROVED 2024-10-22
TX RA APPROVED 2024-10-22
NV RA APPROVED 2023-10-26
AZ RA APPROVED 2023-05-09
  • CA RA
    APPROVED
    Since 2024-10-22
  • CO RA
    APPROVED
    Since 2024-10-22
  • IL RA
    APPROVED
    Since 2024-10-22
  • PA RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-22
  • NV RA
    APPROVED
    Since 2023-10-26
  • AZ RA
    APPROVED
    Since 2023-05-09

Branch Locations

15256 N 75Th Ave Suite 320, Peoria, AZ 85381 • United States

4727 E Bell Rd Suite #63, Phoenix, AZ 85032 • 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
Kevin Mcgraw Insurance Agency Peoria AZ 01/2008 Present
State Farm Vp Management Corp Peoria AZ 01/2008 Present
Kevin Mcgraw Insurance Agency Phoenix AZ 12/2020 Present
State Farm Vp Management Corp Phoenix AZ 12/2020 Present
State Farm Investment Management Corp Phoenix AZ 05/2023 Present
State Farm Investment Management Corp Peoria AZ 05/2023 Present
  • 01/2008 → Present
    Kevin Mcgraw Insurance Agency
    Peoria, AZ
  • 01/2008 → Present
    State Farm Vp Management Corp
    Peoria, AZ
  • 12/2020 → Present
    Kevin Mcgraw Insurance Agency
    Phoenix, AZ
  • 12/2020 → Present
    State Farm Vp Management Corp
    Phoenix, AZ
  • 05/2023 → Present
    Phoenix, AZ
  • 05/2023 → Present
    Peoria, AZ
Other Businesses

1) Reyna Fraccion 2B, LLC; Investment-related; 10820 E Placita Los Reyes, Tucson, AZ 85748; Investment or Commercial Property; Owner/12%; 12/01/2004; 0hr/mo. for both; no duties listed 2) Kevin McGraw's Insurance Agency; Insurance Agency; Investment-related; 15256 N 75th Ave Ste 320 Peoria, AZ 85381-4761; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2008; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-12
S63 Uniform Securities Agent State Law Examination 2007-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-04-12
  • S63 Uniform Securities Agent State Law Examination
    2007-08-10

View on SEC IAPD

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