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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
AZ RA APPROVED 2023-07-13
  • AZ RA
    APPROVED
    Since 2023-07-13

Branch Locations

1625 N 51St Avenue Suite 103, Phoenix, AZ 85035 • United States

Phoenix, AZ • 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
Arly Sanchez Insurance Agency Phoenix AZ 01/2012 Present
State Farm Vp Management Corp Phoenix AZ 01/2012 Present
State Farm Investment Management Corp Phoenix AZ 07/2023 Present
  • 01/2012 → Present
    Arly Sanchez Insurance Agency
    Phoenix, AZ
  • 01/2012 → Present
    State Farm Vp Management Corp
    Phoenix, AZ
  • 07/2023 → Present
    Phoenix, AZ
Other Businesses

1) Arly Sanchez; non-investment-related; 325 W Wilshire Dr, Phoenix, AZ 85003; Use my Real Estate License to sell and buy my own properties.; agent; 8/22/2017; 1; 0; none. 2) Arly Sanchez's Insurance Agency; Insurance Agency; Investment-related; 1625 N 51st Ave Ste 103 Phoenix, AZ 85035-3941; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees 3) Arly Sanchez-property#1 (Personally Held Real Estate); investment-related-related; 3923 E Kent Ave Gilbert , AZ 85296; Investment or Commercial Property; Owner; none; 6/1/2006; 1; 0; Duties: Privately held rental building 4) Arly Sanchez-property #2 (Personally Held Real Estate); investment-related; 1622 W Willetta St Phoenix, AZ 85007; Investment or Commercial Property; Owner; none; 10/31/2013; 1; 0; Duties: Privately held rental building

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-30
S63 Uniform Securities Agent State Law Examination 2011-06-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-30
  • S63 Uniform Securities Agent State Law Examination
    2011-06-09
Other Names
  • Arly Helena Castejon De Sanchez

View on SEC IAPD

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