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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-20 |
| PA | RA | APPROVED | 2023-06-16 |
| NY | RA | APPROVED | 2023-06-15 |
Branch Locations
1015 Madison Ave Suite 503, New York, NY 10075 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Chan Insurance Agency | New York | NY | 01/2017 | Present |
| State Farm Vp Management Corp | New York | NY | 07/2018 | 04/2020 |
| State Farm Insurance | New York | NY | 08/2016 | 12/2016 |
| State Farm Vp Management Corp | New York | NY | 05/2022 | Present |
| State Farm Investment Management Corp | New York | NY | 06/2023 | Present |
1) Virginia Chan Insurance Agency; Investment-related; 1015 Madison Ave Ste 503 New York, NY 10075-0261; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2017; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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