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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 | 2024-10-30 |
| NM | RA | APPROVED | 2024-10-23 |
| AR | RA | APPROVED | 2024-10-22 |
| OK | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED | 2019-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Houston | TX | 02/2008 | Present |
| Theodore Franklin Insurance Agency | Houston | TX | 02/2008 | Present |
| State Farm Investment Management Corp | Houston | TX | 02/2019 | Present |
1 ) HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION; NON-INVESTMENT-RELATED; 2525 HOLLY HALL, STE 292, HOUSTON, TX 77054; THE HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION IS A NONPROFIT CORPORATION THAT RAISES FUNDS AND PUBLIC SUPPORT FOR HARRIS HEALTH SYSTEM PROGRAMS AND SERVICES THAT GO BEYOND THE NARROW SCOPE OF TAX-ASSISTED CARE FOR THE UNINSURED AND THE UNDERINSURED; officer, chairman; 4/1/15; NO DUTIES; 4 HRS/MO; 0 HRS/MO. 2) Texas Southern University Foundation; non-investment-related; 3100 Cleburne Street, Hannah Hall 201 Houston TX 77004; 3100 Cleburne Street, Hannah Hall 201; Trustee; 06/01/2021; 4;0 3) Theodore Franklin's Insurance Agency; Insurance Agency; Investment-related; 6128 Richmond Ave Houston, TX 77057-6210; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2008; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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