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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-13 |
| NV | RA | APPROVED | 2023-08-30 |
| CA | RA | APPROVED | 2023-08-24 |
Branch Locations
333 Gellert Blvd Suite 101, Daly City, CA 94015 • United States
Antioch, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Daly City | CA | 09/2012 | Present |
| Alan Naguit Insurance Agency | Daly City | CA | 05/2013 | Present |
| State Farm Investment Management Corp | Daly City | CA | 09/2018 | 09/2019 |
| State Farm Investment Management Corp | Daly City | CA | 08/2023 | Present |
1) Alan Naguit's Insurance Agency; Insurance Agency; Investment-related; 333 Gellert Blvd Ste 101 Daly City, CA 94015-2614; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2013; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-25 |
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