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Timothy Tracy House

State Farm Investment Management Corp.

Novi, MI

CRD 4150088

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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
MI RA APPROVED 2018-11-15
  • MI RA
    APPROVED
    Since 2018-11-15

Branch Locations

Novi, MI • 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 Rochester Hills MI 08/2014 05/2017
State Farm Insurance Rochester Hills MI 08/2014 05/2017
State Farm Vp Management Corp Commerce Township MI 05/2017 09/2020
State Farm Insurance Commerce Township MI 05/2017 09/2020
State Farm Investment Management Corp. Commerce Township MI 08/2018 09/2020
State Farm Investment Management Corp Novi MI 09/2020 Present
State Farm Insurance Novi MI 09/2020 Present
State Farm Vp Management Corp Novi MI 09/2020 Present
  • 08/2014 → 05/2017
    State Farm Vp Management Corp
    Rochester Hills, MI
  • 08/2014 → 05/2017
    State Farm Insurance
    Rochester Hills, MI
  • 05/2017 → 09/2020
    State Farm Vp Management Corp
    Commerce Township, MI
  • 05/2017 → 09/2020
    State Farm Insurance
    Commerce Township, MI
  • 08/2018 → 09/2020
    Commerce Township, MI
  • 09/2020 → Present
    Novi, MI
  • 09/2020 → Present
    State Farm Insurance
    Novi, MI
  • 09/2020 → Present
    State Farm Vp Management Corp
    Novi, MI
Previous Registrations
  • 2001-08-17 → 2003-03-26
    Citicorp Investment Services
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-15
S66 Uniform Combined State Law Examination 2001-03-09
  • S65 Uniform Investment Adviser Law Examination
    2018-11-15
  • S66 Uniform Combined State Law Examination
    2001-03-09
Other Names
  • Tim House

View on SEC IAPD

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