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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
3401 Royal Vista Blvd, Ste B100, Round Rock, TX 78681 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amy Davis Insurance Agency | Austin | TX | 05/2020 | 10/2022 |
| State Farm | Richardson | TX | 12/2019 | 05/2020 |
| Brad Morgan Insurance Agency | Cedar Park | TX | 12/2016 | 12/2019 |
| Joe Palermo Insurance Agency | Beaumont | TX | 04/2013 | 12/2016 |
| State Farm Vp Management Corp. | Austin | TX | 11/2020 | 12/2021 |
| Amy Davis Insurance Agency | Round Rock | TX | 10/2022 | Present |
| State Farm Vp Management Corp. | Round Rock | TX | 11/2025 | Present |
| State Farm Investment Management Corp | Round Rock | TX | 11/2025 | Present |
1) Amy Davis' Insurance Agency; Investment-related; 3401 Royal Vista Blvd Ste B100 Round Rock, TX 7868; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2020; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
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