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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
FL RA APPROVED 2026-05-06
AL RA APPROVED 2026-03-16
MS RA APPROVED 2026-03-16
  • FL RA
    APPROVED
    Since 2026-05-06
  • AL RA
    APPROVED
    Since 2026-03-16
  • MS RA
    APPROVED
    Since 2026-03-16

Branch Locations

2127 N Hickory St Ste A, Loxley, AL 36551 • United States

Summerdale, AL • 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
Ashleigh Mooney Insurance Agency Loxley AL 07/2018 Present
State Farm Bloomington IL 02/2018 06/2018
Mooney Virtual Consulting Summerdale AL 10/2017 02/2018
Business Finishing School, Llc Dallas TX 05/2011 10/2017
State Farm Vp Management Corp. Loxley AL 07/2021 01/2022
State Farm Vp Management Corp Loxley AL 03/2026 Present
State Farm Investment Management Corp Loxley AL 03/2026 Present
  • 07/2018 → Present
    Ashleigh Mooney Insurance Agency
    Loxley, AL
  • 02/2018 → 06/2018
    State Farm
    Bloomington, IL
  • 10/2017 → 02/2018
    Mooney Virtual Consulting
    Summerdale, AL
  • 05/2011 → 10/2017
    Business Finishing School, Llc
    Dallas, TX
  • 07/2021 → 01/2022
    State Farm Vp Management Corp.
    Loxley, AL
  • 03/2026 → Present
    State Farm Vp Management Corp
    Loxley, AL
  • 03/2026 → Present
    Loxley, AL
Other Businesses

1) Ashleigh Mooney's Insurance Agency; Investment-related; 2127 N Hickory St Ste A Loxley, AL 36551; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;07/01/2018; 80; 80; Service customers and supervise employees 2) Mooney Investments LLC; Investment Related; 18643 Stallworth Rd Summerdale, AL 36580; Investment or Commercial Property; Owner; President; 02/05/2021; 5; 5; Personally Held Real Estate 3) Spanish Fort Law Enforcement Foundation; Non-Investment Related; 7817 Spanish Fort Blvd Ste A Spanish Fort, AL 36527; Public Service; Director; President; 05/06/2021; 10; 5; Raises funds and provides community support, training and resources.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-24
S65 Uniform Investment Adviser Law Examination 2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2026-03-24
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27

View on SEC IAPD

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