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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-09-29
OK RA APPROVED 2023-09-29
TX RA APPROVED 2023-09-29
  • MO RA
    APPROVED
    Since 2023-09-29
  • OK RA
    APPROVED
    Since 2023-09-29
  • TX RA
    APPROVED
    Since 2023-09-29

Branch Locations

Norman, OK • United States

3052 Classen Blvd, Norman, OK 73071 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James Parker Insurance Agency Norman OK 10/2016 Present
Little Red's Properties Llc Norman OK 01/2012 Present
State Farm Vp Management Corp Norman OK 09/2018 Present
State Farm Insurance Norman OK 05/2016 09/2016
State Farm Investment Management Corp Norman OK 09/2023 Present
  • 10/2016 → Present
    James Parker Insurance Agency
    Norman, OK
  • 01/2012 → Present
    Little Red's Properties Llc
    Norman, OK
  • 09/2018 → Present
    State Farm Vp Management Corp
    Norman, OK
  • 05/2016 → 09/2016
    State Farm Insurance
    Norman, OK
  • 09/2023 → Present
    Norman, OK
Other Businesses

1) Little Red's Properties LLC, 3052 Classen BLVD Norman, OK 73071 01/2012; non-investment related. Investment or Commercial Property; It is an LLC for rental properties. Currently, I am the President and spend approximately 5 hours a week and approximately one hour during trading times. Manage the Profit and Loss statements and explore new properties. 2) James Parker Insurance Agency; Investment-related; 3052 Classen Blvd Norman, OK 73071-4055; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2016; 80; 80; Service customers and supervise employees 3) Le Monde International School Board of Directors; Non-investment-related; 1123 E Main St Norman, OK 73071; Education; Director; Director; 07/01/2022; 20; 6; Lending/Borrowing Activities 4) Little Red's Properties Ten LLC; Investment-related; 206 SW 3rd St Lawton OK 73501; Investment or Commercial Property; Owner; President; 04/06/2023; 1; 1; This is an LLC I created with the intention to purchase land/building for my State Farm office 5) Insurance Agency Optimization; Non-investment-related; 513 Oakridge Drive Camillus, NY 13031; Education; Independent Contractor; none; 1/1/2024; 6; 4; This is a coaching and consulting business for State Farm Agents and State Farm Team Members. 6) Nine Twenty Four Investments, LLC; Investment Related; 1909 Windermere Dr Norman, OK 73072; Investment or Commercial Property; Owner; None; 01/29/2026; 1; 0; Silent investor

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-01-25
  • S63 Uniform Securities Agent State Law Examination
    2019-01-25
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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