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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2023-07-21 |
| TX | RA | APPROVED | 2023-07-21 |
Branch Locations
825 W Bitters Rd Suite 105, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | San Antonio | TX | 10/2011 | Present |
| John Pitre Insurance Agency | San Antonio | TX | 07/2012 | Present |
| State Farm Investment Management Corp | San Antonio | TX | 07/2023 | Present |
1) John Pitre's Insurance Agency; Insurance Agency; Investment-related; 825 W Bitters Rd Ste 105 San Antonio, TX 78216-7965; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2012; 80; 80; Service customers and supervise employees. 2) North Central Rotary Charity Board; Non-investment-related; San Antonio, TX 78216; Membership/Civic/Fraternal Organization; Member; Director; 8/1/2013; 8; 0; public relations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
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