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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-11 |
| NC | RA | APPROVED | 2024-01-04 |
Branch Locations
2610 W Roosevelt Blvd Ste A, Monroe, NC 28110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brent Collins Insurance Agency | Monroe | NC | 04/2014 | 08/2024 |
| State Farm Vp Management Corp. | Indian Trail | NC | 05/2015 | 01/2019 |
| State Farm Vp Management Corp | Indian Trail | NC | 07/2023 | 08/2024 |
| Matthew Dubyoski Insurance Agency | Indian Trail | NC | 01/2021 | 08/2024 |
| State Farm Vp Management Corp | Monroe | NC | 07/2023 | 08/2024 |
| State Farm Investment Management Corp | Indian Trail | NC | 01/2024 | 08/2024 |
| State Farm Investment Management Corp | Monroe | NC | 08/2024 | Present |
| State Farm Vp Management Corp | Monroe | NC | 08/2024 | Present |
| State Farm Insurance | Monroe | NC | 08/2024 | 12/2024 |
| Catie Dubyoski Insurance Agency | Monroe | NC | 01/2025 | Present |
1) Catie Dubyoski Insurance Agency; Investment-related; 2610 W Roosevelt Blvd Ste A Monroe, NC 28110-8317; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/25; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-06 |
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