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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-24 |
Branch Locations
10401 S Mason Rd Suite D402, Richmond, TX 77406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chris Peters Insurance Agency | Alvin | TX | 03/2015 | 12/2017 |
| State Farm Vp Management Corp | Alvin | TX | 06/2015 | 12/2017 |
| State Farm Insurance | Richardson | TX | 12/2017 | 05/2018 |
| Zach Muzzy Insurance Agency | Richmond | TX | 05/2018 | Present |
| State Farm Vp Management Corp | Richmond | TX | 07/2018 | Present |
| State Farm Investment Management Corp | Richmond | TX | 01/2024 | Present |
1) Zachary Muzzy's Insurance Agency; Insurance Agency; Investment-related; 1125 Crabb River Rd Ste 120 Richmond, TX 77469-5895; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2018; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-24 |
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