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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-27 |
| CA | RA | APPROVED | 2024-03-12 |
| OR | RA | APPROVED | 2024-03-12 |
Branch Locations
2050 Peabody Rd Suite 200, Vacaville, CA 95687 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victoria Barros Ortiz Insurance Agency | Vacaville | CA | 01/2009 | Present |
| State Farm Vp Management Corp | Vacaville | CA | 02/2013 | Present |
| State Farm Investment Management Corp | Vacaville | CA | 03/2024 | Present |
1) Victoria Ortiz's Insurance Agency; Insurance Agency; Investment-related; 2050 Peabody Rd Ste 200 Vacaville, CA 95687-6695; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees 2) Victoria Ortiz - Property #1 (Personally Held Real Estate); investment-related; 510 McKenzie Dr Dixon, CA 95620; Investment or Commercial Property; Owner; none; 01/31/2023; 1; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-14 |
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