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Robert Lawrence Drake

State Farm Investment Management Corp.

Washington, MI

CRD 6066519

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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
MI RA APPROVED 2023-05-26
  • MI RA
    APPROVED
    Since 2023-05-26

Branch Locations

64445 Van Dyke Rd, Washington, MI 48095 • 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
Robert Drake Insurance Agency Washington Twp MI 01/2013 Present
State Farm Vp Management Corp Washington Twp MI 01/2013 Present
State Farm Investment Management Corp. Washington MI 03/2018 09/2019
State Farm Investment Management Corp Washington MI 05/2023 Present
Other Businesses

1) Robert Drake's Insurance Agency; Insurance Agency; Investment-related; 64445 Van Dyke Rd Washington, MI 48095-2586; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2013; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2012-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2012-06-16
Other Names
  • Bob Drake

View on SEC IAPD

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