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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
LA RA APPROVED 2025-03-25
TX RA APPROVED 2024-01-19
  • LA RA
    APPROVED
    Since 2025-03-25
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

9801 Westheimer Suite 200, Houston, TX 77042 • United States

19747 Highway 59 N Ste 270, Humble, TX 77338-3504 • 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
Travis Davis Insurance Agency Humble TX 04/2013 Present
State Farm Vp Management Corp Humble TX 04/2013 Present
Travis Davis Insurance Agency Houston TX 10/2018 Present
State Farm Vp Management Corp Houston TX 10/2018 Present
State Farm Investment Management Corp Houston TX 01/2024 Present
  • 04/2013 → Present
    Travis Davis Insurance Agency
    Humble, TX
  • 04/2013 → Present
    State Farm Vp Management Corp
    Humble, TX
  • 10/2018 → Present
    Travis Davis Insurance Agency
    Houston, TX
  • 10/2018 → Present
    State Farm Vp Management Corp
    Houston, TX
  • 01/2024 → Present
    Houston, TX
Other Businesses

1) Travis Davis's Insurance Agency; Insurance Agency; Investment-related; 19747 Highway 59 N Ste 270 Humble, TX 77338-3504; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2013; 80; 80; Service customers and supervise employees 2) D5 LLC; Investment-related; 174 River Lakes Rd Goodrich, TX 77335; LLC with a partner to buy 25 acres of land, hold the land with the intent to sell in 3-5 years after purchase; partner; 03/29/2024; 1; 0; hold land with the intent to sell in 3-5 years

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-08-17
  • S63 Uniform Securities Agent State Law Examination
    2012-08-17
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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