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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 10/2015 | 03/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2017 | 10/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2017 | 10/2019 |
| Valic Financial Advisors, Inc. | Latham | NY | 10/2019 | 12/2021 |
| State Farm Insurance | Phoenix | NY | 12/2021 | 04/2022 |
| State Farm Investment Management Corp | Fulton | NY | 05/2022 | Present |
| State Farm Vp Management Corp. | Fulton | NY | 05/2022 | Present |
| Janet Lake Insurance Agency | Fulton | NY | 05/2022 | Present |
1) Janet Lake Insurance Agency; Investment-related; 501 1/2 S 2nd St, Fulton, NY 13069; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2022; 80; 80; Service customers and supervise employees 2) TBD (will be an LLC); Investment Related; 362 Oswego River Rd Phoenix, NY 13135; Investment or Commercial Property; Partner; None; 06/18/2026; 5; 0; Responsible for administrative duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-16 |
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