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Timothy Trevor Volz

State Farm Investment Management Corp.

Moline, IL

CRD 6118574

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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
IL RA APPROVED 2023-05-09
IA RA APPROVED 2023-05-09
  • IL RA
    APPROVED
    Since 2023-05-09
  • IA RA
    APPROVED
    Since 2023-05-09

Branch Locations

1485 41St Street, Moline, IL 61265 • 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
State Farm Vp Management Corp Savanna IL 09/2012 03/2020
State Farm Insurance Savanna IL 09/2012 03/2020
State Farm Investment Management Corp Moline IL 08/2018 06/2019
Trevor Volz Insurance Agency Moline IL 03/2020 Present
State Farm Vp Management Corp Moline IL 03/2020 Present
State Farm Investment Management Corp Moline IL 05/2023 Present
  • 09/2012 → 03/2020
    State Farm Vp Management Corp
    Savanna, IL
  • 09/2012 → 03/2020
    State Farm Insurance
    Savanna, IL
  • 08/2018 → 06/2019
    Moline, IL
  • 03/2020 → Present
    Trevor Volz Insurance Agency
    Moline, IL
  • 03/2020 → Present
    State Farm Vp Management Corp
    Moline, IL
  • 05/2023 → Present
    Moline, IL
Other Businesses

1) Timothy Volz's Insurance Agency; Insurance Agency; Investment-related; 1485 41st St Moline, IL 61265-2545; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2013; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-24
S63 Uniform Securities Agent State Law Examination 2012-11-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-24
  • S63 Uniform Securities Agent State Law Examination
    2012-11-21
Other Names
  • Trevor Volz

View on SEC IAPD

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