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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
PA RA APPROVED 2024-03-13
  • PA RA
    APPROVED
    Since 2024-03-13

Branch Locations

40 West Main Street, Bloomsburg, PA 17815 • 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
Mass Mutual Life Insurance Company Moosic PA 06/2021 05/2022
Mml Investors Services Llc Moosic PA 11/2021 05/2022
Conte Wealth Advisors Harrisburg PA 08/2020 08/2021
Schuylkill County Municipal Authority Pottsville PA 05/2019 08/2020
King's College Wilkes Barre PA 01/2019 01/2021
Mountain Valley Country Club Barnesville PA 08/2016 12/2020
North Schuylkill Jr/Sr High School Ashland PA 06/2013 05/2017
Fidelity Frackville PA 06/2022 06/2023
East Stroudsburg University East Stroudsburg PA 01/2018 01/2019
Anthony's Pizza Frackville PA 08/2016 06/2018
Conte Wealth Advisors Camp Hill PA 12/2023 01/2024
Fidelity Investments Villanova PA 06/2023 11/2023
Sean Black Insurance Agency Bloomsburg PA 02/2024 Present
State Farm Vp Management Corp. Bloomsburg PA 02/2024 Present
State Farm Investment Management Corp Bloomsburg PA 03/2024 Present
  • 06/2021 → 05/2022
    Mass Mutual Life Insurance Company
    Moosic, PA
  • 11/2021 → 05/2022
    Mml Investors Services Llc
    Moosic, PA
  • 08/2020 → 08/2021
    Conte Wealth Advisors
    Harrisburg, PA
  • 05/2019 → 08/2020
    Schuylkill County Municipal Authority
    Pottsville, PA
  • 01/2019 → 01/2021
    King's College
    Wilkes Barre, PA
  • 08/2016 → 12/2020
    Mountain Valley Country Club
    Barnesville, PA
  • 06/2013 → 05/2017
    North Schuylkill Jr/Sr High School
    Ashland, PA
  • 06/2022 → 06/2023
    Fidelity
    Frackville, PA
  • 01/2018 → 01/2019
    East Stroudsburg University
    East Stroudsburg, PA
  • 08/2016 → 06/2018
    Anthony's Pizza
    Frackville, PA
  • 12/2023 → 01/2024
    Conte Wealth Advisors
    Camp Hill, PA
  • 06/2023 → 11/2023
    Fidelity Investments
    Villanova, PA
  • 02/2024 → Present
    Sean Black Insurance Agency
    Bloomsburg, PA
  • 02/2024 → Present
    State Farm Vp Management Corp.
    Bloomsburg, PA
  • 03/2024 → Present
    Bloomsburg, PA
Previous Registrations
  • 2022-08-26 → 2023-12-15
    Fidelity Personal And Workplace Advisors
    Frackville, PA
Other Businesses

1) C&L Venture Capital; non-investment related; 528 West Chestnut Street Frackville PA 17931; retail; owner; owner; 08/01/2023; 50; 0; make deposits in the checking account, We purchase Nike apparel through wholesalers or brick and mortar stores at a discount and re sell them on Amazon's platform. 2) Sean Black's Insurance Agency; Investment-related; 40 W Main St Bloomsburg, PA 17815; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 01/09/2024; 80; 80; Service customers. 3) Freight Apes; Investment-related; 528 West Chestnut Street Frackville, PA 17931; Retail; Other; 11/01/2023; 40; 0; Freight Apes operates under C&L Venture Capital. Our business function is to purchase Nike products from wholesalers and utilize Amazon's platform to sell the products we purchase.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-14
  • S66 Uniform Combined State Law Examination
    2022-04-14
Other Names
  • Christopher Burke
  • Chris Edward Burke
  • Christopher Edward Burke

View on SEC IAPD

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