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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2018-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Kannapolis | NC | 08/2016 | 02/2017 |
| State Farm Insurance | Bloomington | IL | 02/2017 | 07/2017 |
| Tori Dacosta Insurance Agency | Charlotte | NC | 07/2017 | 08/2019 |
| State Farm Vp Management Corp. | Charlotte | NC | 06/2018 | 08/2019 |
| State Farm Investment Management Corp | Charlotte | NC | 11/2018 | 08/2019 |
| State Farm Investment Management Corp. | Kannapolis | NC | 08/2019 | Present |
| State Farm Vp Management Corp. | Kannapolis | NC | 08/2019 | Present |
| State Farm Insurance | Kannapolis | NC | 08/2019 | Present |
1) Journey Stone LLC; non-investment-related; 415 Pisgah Church Rd Ste 212 Greensboro, NC 27455; Other (Book Sales); Owner; President; 01/03/2025; 20;0; Book sales and book talks/presentations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-12 |
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