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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 2025-11-26
  • TX RA
    APPROVED
    Since 2025-11-26

Branch Locations

3401 Royal Vista Blvd, Ste B100, Round Rock, TX 78681 • 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
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
  • 05/2020 → 10/2022
    Amy Davis Insurance Agency
    Austin, TX
  • 12/2019 → 05/2020
    State Farm
    Richardson, TX
  • 12/2016 → 12/2019
    Brad Morgan Insurance Agency
    Cedar Park, TX
  • 04/2013 → 12/2016
    Joe Palermo Insurance Agency
    Beaumont, TX
  • 11/2020 → 12/2021
    State Farm Vp Management Corp.
    Austin, TX
  • 10/2022 → Present
    Amy Davis Insurance Agency
    Round Rock, TX
  • 11/2025 → Present
    State Farm Vp Management Corp.
    Round Rock, TX
  • 11/2025 → Present
    Round Rock, TX
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-15
S65 Uniform Investment Adviser Law Examination 2025-10-25
  • S63 Uniform Securities Agent State Law Examination
    2025-11-15
  • S65 Uniform Investment Adviser Law Examination
    2025-10-25
Other Names
  • Amy Lynn Blough
  • Amy Lynn Stoup

View on SEC IAPD

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