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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2020-05-08 |
Branch Locations
Ladera Ranch, CA • United States
940 Calle Negocio Ste 230, San Clemente, CA 92673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Mission Viejo | CA | 08/2009 | 06/2021 |
| Christopher Ferraro Jr. Insurance Agency | Mission Viejo | CA | 11/2009 | 06/2021 |
| State Farm Investment Management Corp | Mission Viejo | CA | 09/2018 | 06/2021 |
| State Farm Vp Management Corp | San Clemente | CA | 07/2021 | Present |
| State Farm Investment Management Corp. | San Clemente | CA | 07/2021 | Present |
| Chris Ferraro-Jr Insurance Agency | San Clemente | CA | 07/2021 | Present |
1) CELB LLC; investment-related; 940 Calle Negocio STE 230, San Clemente, CA, 92673; Investment or Commercial Property; Partner; no title; 06/16/2021; 0; 0; LLC CREATED TO BUY MY STATE FARM OFFICE ACCOUNT. 2) Christopher Ferraro-Jr's Insurance Agency; Insurance Agency; Investment-related; 940 Calle Negocio Ste 230 San Clemente, CA 92673-4223; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2009; 80; 80; Service customers and supervise employees 3) Coto de Caza Men's Golf Association; non-investment related; 25291 Vista del Verde Coto de Caza, CA 92679; Membership/Civic/Fraternal Organization; Board member; Treasurer; 1/1/2024; 6; 0; Committee: Not for profit golf association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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