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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 2022-07-11
  • FL RA
    APPROVED
    Since 2022-07-11

Branch Locations

St. Johns, FL • United States

11035 Philips Why Suite 6, Jacksonville, FL 32256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lance Atwood Insurance Agency Saint Augustine FL 06/2020 04/2022
Unemployed Jacksonville FL 04/2020 06/2020
In Motion Electronics Jacksonville FL 01/2020 03/2020
Powerline Hardware Jacksonville FL 11/2019 12/2019
Crowley Jacksonville FL 07/2019 10/2019
Ras Enterprises Llc Jacksonville FL 04/2016 06/2019
State Farm Vp Management Corp Saint Augustine FL 09/2021 04/2022
State Farm Vp Management Corp St. Johns FL 04/2022 11/2022
State Farm Insurance St. Johns FL 04/2022 11/2022
State Farm Investment Management Corp St. Johns FL 06/2022 11/2022
Rinkit Amin's Insurance Agency Jacksonville FL 11/2022 Present
State Farm Investment Management Corp Jacksonville FL 11/2022 Present
State Farm Vp Management Corp Jacksonville FL 11/2022 Present
  • 06/2020 → 04/2022
    Lance Atwood Insurance Agency
    Saint Augustine, FL
  • 04/2020 → 06/2020
    Unemployed
    Jacksonville, FL
  • 01/2020 → 03/2020
    In Motion Electronics
    Jacksonville, FL
  • 11/2019 → 12/2019
    Powerline Hardware
    Jacksonville, FL
  • 07/2019 → 10/2019
    Crowley
    Jacksonville, FL
  • 04/2016 → 06/2019
    Ras Enterprises Llc
    Jacksonville, FL
  • 09/2021 → 04/2022
    State Farm Vp Management Corp
    Saint Augustine, FL
  • 04/2022 → 11/2022
    State Farm Vp Management Corp
    St. Johns, FL
  • 04/2022 → 11/2022
    State Farm Insurance
    St. Johns, FL
  • 06/2022 → 11/2022
    St. Johns, FL
  • 11/2022 → Present
    Rinkit Amin's Insurance Agency
    Jacksonville, FL
  • 11/2022 → Present
    Jacksonville, FL
  • 11/2022 → Present
    State Farm Vp Management Corp
    Jacksonville, FL
Other Businesses

1) Rinkit Amin's Insurance Agency; Investment-related; 11035 Philips Hwy Ste 6 Jacksonville, FL 32256; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2022; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-17
  • S65 Uniform Investment Adviser Law Examination
    2022-06-17

View on SEC IAPD

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