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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2020-03-27 |
| MD | RA | APPROVED | 2020-03-11 |
| VA | RA | APPROVED | 2020-03-11 |
Branch Locations
700 Pennsylvania Ave Se Ste 2026, Washington, DC 20003 • United States
Owings, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Gonzalez Martinez Insurance Agency | Washington | DC | 08/2015 | Present |
| State Farm Vp Management Corp | Washington | DC | 08/2015 | Present |
| State Farm Investment Management Corp | Washington | DC | 05/2019 | Present |
| State Farm Investment Management Corp | Washington | DC | 03/2020 | Present |
1) Martinez Gonzalez's Insurance Agency; Insurance Agency; Investment-related; 1231 Pennsylvania Ave SE Washington, DC 20003-2227; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2015; 80; 80; Service customers and supervise employees 2) David & Roxana Gonzalez Property # 1 (Personally Held Real Estate); investment-related; 7519 Hollybrook Rd Glen Burnie, MD 21061; Investment or Commercial Property; Owner; none; 8/2/2024; 1; 0; Duties: Personally Held Real Estate 3) David & Roxana Gonzalez Property # 2 (Personally Held Real Estate); investment-related; 3 Lexington Rd Harmans, MD 21077; Investment or Commercial Property; Owner; none; 8/2/2024; 1; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-03 |
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