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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2019-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-06 |
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