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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
TX RA APPROVED 2019-02-14
  • TX RA
    APPROVED
    Since 2019-02-14

Branch Locations

525 W Pioneer Pkwy Ste 555, Grand Prairie, TX 75051-4808 • 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
State Farm Vp Management Corp Grand Prairie TX 08/2005 Present
Brian Ownby Insurance Agency Grand Prairie TX 09/2005 Present
State Farm Investment Management Corp Grand Prairie TX 02/2019 Present
  • 08/2005 → Present
    State Farm Vp Management Corp
    Grand Prairie, TX
  • 09/2005 → Present
    Brian Ownby Insurance Agency
    Grand Prairie, TX
  • 02/2019 → Present
    Grand Prairie, TX
Other Businesses

1) Brian Ownby Insurance Agency; Investment-related; 525 W Pioneer Pkwy Ste 555 Grand Prairie, TX 75051-4808; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2005; 80; 80; Service customers and supervise employees. 2) Brian Ownby - Property #1 (personally Held Real Estate); Investment-related; 3015 Glasgow Dr Arlington TX 76015; Investment or Commercial Property; Owner; 08/09/2024; 0; 0; Income producing from personally held real estate business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-14
S63 Uniform Securities Agent State Law Examination 2005-02-07
  • S65 Uniform Investment Adviser Law Examination
    2019-02-14
  • S63 Uniform Securities Agent State Law Examination
    2005-02-07

View on SEC IAPD

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