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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-04 |
| MS | RA | APPROVED | 2025-01-10 |
| AR | RA | APPROVED | 2024-10-04 |
| TN | RA | APPROVED | 2018-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Ashworth Insurance Agency | Lakeland | TN | 06/2012 | Present |
| State Farm Vp Management Corp. | Lakeland | TN | 06/2012 | Present |
| State Farm Investment Management Corp | Lakeland | TN | 11/2018 | Present |
1) William Ashworth's Insurance Agency; Insurance Agency; Investment-related; 9160 US Highway 64 Ste 104 Lakeland, TN 38002-3011; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2012; 80; 80; Service customers and supervise employees 2) CM Enterprises of Lakeland; Investment related; 10062 French Springs Rd Lakeland TN 38002; Investment or Commerical Property; Partner; None; 11/04/2022; 1; 0; General partnership that owns the office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
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