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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argel Flores Insurance Agency | Irving | TX | 04/2013 | Present |
| State Farm Vp Management Corp | Irving | TX | 04/2013 | Present |
| State Farm Investment Management Corp | Irving | TX | 06/2023 | Present |
1) Argel Flores's Insurance Agency; Insurance Agency; Investment-related; 2806 N O Connor Rd Irving, TX 75062-4416; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2013; 80; 80; Service customers and supervise employees 2) VSO LLC; investment-related; 1500 Hamilton Ln Northlake TX 76247; investment or commercial property; partner; president; 12/01/2022; 4; 0; Control of the checkbook, make deposits in the checking account, Review bank statements, pay bills/Co-Signor on checking account, short term rental, no other duties management company takes care of everything else. 3)North O'Connor Realty LLC; investment-related; 1500 Hamilton Lane Northlake, TX 76247; Commercial property rental; owner; 05/31/2024; 4;4; pay bills and cosigner on the checking account 4) North O'Connor Realty LLC; investment-related;1500 Hamilton Lane Northlake, TX 76247; investment or commercial property; Owner; 09/06/2024; 1; 1; Pay bills/Co-Signor on checking account, Review bank statements, Make deposits in the checking account, commercial real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-01 |
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