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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-07-16 |
| GA | RA | APPROVED | 2023-05-08 |
| TN | RA | APPROVED | 2023-05-04 |
Branch Locations
40 New York Avenue Suite 110, Oak Ridge, TN 37830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephanie Hale-Smith Insurance Agency | Oak Ridge | TN | 09/2015 | Present |
| State Farm Vp Management Corp | Oak Ridge | TN | 09/2015 | Present |
| State Farm Investment Management Corp | Oak Ridge | TN | 05/2023 | Present |
1) Stephanie Hale-Smith's Insurance Agency; Insurance Agency; Investment-related; 40 New York Ave Ste 110 Oak Ridge, TN 37830-6529; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2015; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-15 |
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