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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 2026-06-29
  • TX RA
    APPROVED
    Since 2026-06-29

Branch Locations

Woodway, TX • 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
Capital Group - American Funds Carmel IN 08/2020 08/2021
Jp Morgan Chase Auburn AL 09/2018 05/2020
Sabi Boutiqu College Station TX 07/2018 10/2018
Coreopsis Waco TX 06/2016 07/2018
American Funds San Antonio TX 08/2021 04/2022
Capital Group - American Funds San Antonio TX 04/2022 05/2024
Edward Jones St Louis MO 08/2024 06/2026
State Farm Insurance Woodway TX 06/2026 Present
State Farm Vp Management Corp Woodway TX 06/2026 Present
State Farm Investment Management Corp Woodway TX 06/2026 Present
  • 08/2020 → 08/2021
    Capital Group - American Funds
    Carmel, IN
  • 09/2018 → 05/2020
    Jp Morgan Chase
    Auburn, AL
  • 07/2018 → 10/2018
    Sabi Boutiqu
    College Station, TX
  • 06/2016 → 07/2018
    Coreopsis
    Waco, TX
  • 08/2021 → 04/2022
    American Funds
    San Antonio, TX
  • 04/2022 → 05/2024
    Capital Group - American Funds
    San Antonio, TX
  • 08/2024 → 06/2026
    St Louis, MO
  • 06/2026 → Present
    State Farm Insurance
    Woodway, TX
  • 06/2026 → Present
    State Farm Vp Management Corp
    Woodway, TX
  • 06/2026 → Present
    Woodway, TX
Previous Registrations
  • 2024-08-12 → 2026-06-25
    Woodway, TX
    St. Louis, MO
    St Louis, MO
    Waco, TX
    Pilot Point, TX
  • 2021-05-29 → 2024-05-22
    Carmel, IN
    San Antonio, TX
    Carmel, IN
Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 6/20/2026; 80; 80; Service customers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-28
  • S66 Uniform Combined State Law Examination
    2021-05-28
Other Names
  • Mallory Len Horn
  • Mallory Len Albers
  • Mallory L Horn

View on SEC IAPD

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