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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 |
|---|---|---|---|
| MS | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Earl Gordon Insurance Agency | Dallas | TX | 07/2014 | 08/2017 |
| State Farm Vp Management Corp. | Dallas | TX | 02/2016 | Present |
| Destiny Kyles-Jones Insurance Agency | Dallas | TX | 09/2017 | Present |
| State Farm Investment Management Corp | Dallas | TX | 09/2023 | Present |
1) Destiny Kyle-Jones' Insurance Agency; Investment-related; 14856 Preston Rd Ste 102 Dallas TX 75254; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2017; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-08 |
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