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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
ID RA APPROVED 2023-05-16
OR RA APPROVED 2023-05-02
WA RA APPROVED 2023-03-17
  • ID RA
    APPROVED
    Since 2023-05-16
  • OR RA
    APPROVED
    Since 2023-05-02
  • WA RA
    APPROVED
    Since 2023-03-17

Branch Locations

2700 E 9Th St Ste 300, Newberg, OR 97132 • 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
Allen Saunders Llc Portland OR 01/2015 04/2018
Cabinet Outlet Portland OR 04/2018 04/2020
Trevor Mcbride Insurance Agency Portland OR 04/2020 12/2021
State Farm Vp Management Corp. Portland OR 10/2020 05/2022
State Farm Insurance Portland OR 12/2021 04/2022
Ryan Sussman Insurance Agency Newberg OR 05/2022 Present
State Farm Vp Management Corp. Newberg OR 05/2022 Present
State Farm Investment Management Corp Newberg OR 03/2023 Present
  • 01/2015 → 04/2018
    Allen Saunders Llc
    Portland, OR
  • 04/2018 → 04/2020
    Cabinet Outlet
    Portland, OR
  • 04/2020 → 12/2021
    Trevor Mcbride Insurance Agency
    Portland, OR
  • 10/2020 → 05/2022
    State Farm Vp Management Corp.
    Portland, OR
  • 12/2021 → 04/2022
    State Farm Insurance
    Portland, OR
  • 05/2022 → Present
    Ryan Sussman Insurance Agency
    Newberg, OR
  • 05/2022 → Present
    State Farm Vp Management Corp.
    Newberg, OR
  • 03/2023 → Present
    Newberg, OR
Other Businesses

1) Ryan Sussman Insurance Agency; Investment-related; 2700 E 9th St Ste 300 Newberg, OR 97132-3559; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2022; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-05
S63 Uniform Securities Agent State Law Examination 2021-11-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-05
  • S63 Uniform Securities Agent State Law Examination
    2021-11-14

View on SEC IAPD

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