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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
VA RA APPROVED 2022-04-12
  • VA RA
    APPROVED
    Since 2022-04-12

Branch Locations

Virginia Beach, VA • 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 Virginia Beach VA 03/2013 Present
State Farm Insurance Virginia Beach VA 03/2013 Present
State Farm Investment Management Corp Virginia Beach VA 04/2022 Present
  • 03/2013 → Present
    State Farm Vp Management Corp
    Virginia Beach, VA
  • 03/2013 → Present
    State Farm Insurance
    Virginia Beach, VA
  • 04/2022 → Present
    Virginia Beach, VA
Other Businesses

1) ORGANO GOLD. DISTRIBUTOR. 0% OWNERSHIP. LOCATED AT 6700 OLD PLANK RD., CHARLOTTE, NC. ABLE TO PURCHASE COFFEE AT WHOLESALE FOR PERSONAL CONSUMPTION. ALSO ABLE TO PROFIT IF COFFEE IS SOLD ABOVE COST. DEVOTES 4 HOURS PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. 2) OLD DOMINION UNIVERSITY INSURANCE AND FINANCIAL SERVICES CENTER; NON-INVESTMENT RELATED; 4500 HAMPTON BLVD NORFOLK VA 23500; OLD DOMINION UNIVERSITY INSURANCE AND FINANCIAL SERVICES CENTER; BOARD MEMBER; 12/15/2013; 0 HRS/MO BOTH; PROVIDE INDUSTRY PERSPECTIVE 3) Monte Thorns - Property #1 (Personally held real estate); Investment Related; 7320 Pebblestone Dr Unit A Charlotte, NC 28212; Investment or Commercial Property; Owner; 02/01/2015; 0; 0; Investment Property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-28
S63 Uniform Securities Agent State Law Examination 2007-12-22
  • S65 Uniform Investment Adviser Law Examination
    2022-03-28
  • S63 Uniform Securities Agent State Law Examination
    2007-12-22

View on SEC IAPD

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