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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
OK RA APPROVED 2019-03-15
  • OK RA
    APPROVED
    Since 2019-03-15

Branch Locations

Wichita Falls, TX • 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. Wichita Falls TX 12/2015 04/2018
Eric Simpson Insurance Agency Wichita Falls TX 12/2015 04/2018
State Farm Vp Management Corp. Goldsby OK 05/2018 09/2021
State Farm Insurance Goldsby OK 05/2018 09/2021
State Farm Investment Management Corp Goldsby OK 08/2018 09/2021
State Farm Investment Management Corp Wichita Falls TX 09/2021 Present
State Farm Vp Management Corp. Wichita Falls TX 09/2021 Present
State Farm Insurance Wichita Falls TX 09/2021 Present
  • 12/2015 → 04/2018
    State Farm Vp Management Corp.
    Wichita Falls, TX
  • 12/2015 → 04/2018
    Eric Simpson Insurance Agency
    Wichita Falls, TX
  • 05/2018 → 09/2021
    State Farm Vp Management Corp.
    Goldsby, OK
  • 05/2018 → 09/2021
    State Farm Insurance
    Goldsby, OK
  • 08/2018 → 09/2021
    Goldsby, OK
  • 09/2021 → Present
    Wichita Falls, TX
  • 09/2021 → Present
    State Farm Vp Management Corp.
    Wichita Falls, TX
  • 09/2021 → Present
    State Farm Insurance
    Wichita Falls, TX
Other Businesses

1) WICHITA FALLS HUMAN RESOURCE MEMBER ASSOCIATION; NON-INVESTMENT-RELATED; PO BOX 1642,WICHITA FALLS,TX,76307; COMMUNITY ORGANIZATION; BOARD MEMBER; 1/1/2015; 2 HR/MO; 0 HR/MO; APPROVE NEW MEMBERS. 2) City of Lakeside City; non-investment-related; 47 Donna Street, Lakeside City, TX 76308; city council member; Elected Official/0%; 05/07/2016; 5hr/mo. 0hr/mo.; Review bank statements, Community economic development. 1 monthly meeting per month, appearances in events. Help make decisions for city betterment. 3) Eric & Laura Simpson; Investment-related; 4504 Kemp Blvd Wichita Falls, TX 76308; Investment or Commercial Property; Partner; 11/01/2018; 1; 0; Commercial Property utilized for renting to a business tenant.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-15
S63 Uniform Securities Agent State Law Examination 2015-05-06
  • S65 Uniform Investment Adviser Law Examination
    2019-03-15
  • S63 Uniform Securities Agent State Law Examination
    2015-05-06

View on SEC IAPD

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