Milena G Bu

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

Authority	Category	Status	Date
DC	RA	APPROVED	2024-02-27
MD	RA	APPROVED	2023-05-11
NC	RA	APPROVED	2023-05-11
VA	RA	APPROVED	2023-05-11

DC RA
APPROVED

Since 2024-02-27
MD RA
APPROVED

Since 2023-05-11
NC RA
APPROVED

Since 2023-05-11
VA RA
APPROVED

Since 2023-05-11

Branch Locations

8305 Richmond Hwy Suite 14B, Falls Church, VA 22041 • United States

Springfield, VA • 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

Organization	City	State	From	To
State Farm Vp Management Corp	Falls Church	VA	06/2012	Present
Milena Bu Insurance Agency	Falls Church	VA	08/2013	Present
State Farm Investment Management Corp	Falls Church	VA	05/2023	Present

06/2012 → Present

State Farm Vp Management Corp

Falls Church, VA
08/2013 → Present

Milena Bu Insurance Agency

Falls Church, VA
05/2023 → Present

State Farm Investment Management Corp

Falls Church, VA

Other Businesses

1) SPORT & HEALTH CLUBS INC; NON-INVESTMENT; 1953 GALLOWS RD SUITE 590, VIENNA, VA,22182; SERVICE INDUSTRY; EMPLOYEE; 8/15/2010; 12 HR/MO; 0 HR/MO; ZUMBA/FITNESS INSTRUCTOR. 2) MILENA BU; NON-INVESTMENT RELATED; 3563 ELLERY CIR, FALLS CHURCH, VA 22041; SERVICE INDUSTRY; 6/30/12; OWNER 100%; NO DUTIES; 8 HRS/MO; 3 HRS/MO; ZUMBA INSTRUCTOR 3) Milena Bu's Insurance Agency; Insurance Agency; Investment-related; 8305 Richmond Hwy Ste 14B Alexandria, VA 22309-2349; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2013; 80; 80; Service customers and supervise employees 4) Freebound LLC; Non-Investment Related; 46917 FOXSTONE PL 20165 Sterling, VA 20165; Service Industry; Partner; President; 05/09/2025; 10; 0; Travel Agency

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-08
S63	Uniform Securities Agent State Law Examination	2012-07-21

S65 Uniform Investment Adviser Law Examination

2023-05-08
S63 Uniform Securities Agent State Law Examination

2012-07-21

Other Names

Milena Bu
Milena Gueorguieva Gueorguieva

View on SEC IAPD