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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2018-09-07 |
| WA | RA | APPROVED | 2018-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Portland | OR | 03/2013 | Present |
| State Farm Vp Management Corp. | Portland | OR | 03/2013 | Present |
| State Farm Investment Management Corp. | Portland | OR | 08/2018 | Present |
1) Friendzy, LLC; NOT investment-related; 1911 Highlands Loop, Lake Oswego, OR 97034; Association/Committee/Council; Board Member; None; 11/11/2021; 3; 0; Advise on structure and processes within the sales portion of their business model.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-05 |
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