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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2020-06-18 |
| NC | RA | APPROVED | 2018-08-14 |
Branch Locations
1441 Heather Lane Suite A, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Charlotte | NC | 05/2012 | Present |
| Alex Williamson Insurance Agency | Charlotte | NC | 01/2013 | Present |
| State Farm Investment Management Corp. | Charlotte | NC | 08/2018 | Present |
1) INTERNATIONAL ENTERPRISES OF AMERICA LLC; NON-INVESTMENT-RELATED; 1409 LILY CREEK DR, CARY, NC 27518; RETAIL; PARTNER; 02/04/2007; 1 HR/MO, 0 DURING TRADING HOURS; IDENTIFY POTENTIAL DISTRIBUTORS FOR IMPORTED WINE FROM SPAIN. 2) Alexander Williamson's Insurance Agency; Insurance Agency; Investment-related; 1441 Heather Ln # A Charlotte, NC 28209-2547; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2013; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-03 |
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