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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
CO RA APPROVED 2023-08-24
  • CO RA
    APPROVED
    Since 2023-08-24

Branch Locations

6901 S Yosemite St Suite 210, Centennial, CO 80112 • United States

2041 N Co-83 Ste A1, Franktown, CO 80116 • 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
Ben Davis Insurance Agency Centennial CO 01/2020 Present
State Farm Vp Management Corp Centennial CO 11/2020 Present
State Farm Insurance Centennial CO 07/2019 12/2019
Sean Morton Insurance Agency Littleton CO 06/2016 07/2019
State Farm Investment Management Corp Centennial CO 08/2023 Present
State Farm Investment Management Corp Franktown CO 06/2024 Present
State Farm Vp Management Corp Franktown CO 06/2024 Present
Ben Davis Insurance Agency Franktown CO 06/2024 Present
  • 01/2020 → Present
    Ben Davis Insurance Agency
    Centennial, CO
  • 11/2020 → Present
    State Farm Vp Management Corp
    Centennial, CO
  • 07/2019 → 12/2019
    State Farm Insurance
    Centennial, CO
  • 06/2016 → 07/2019
    Sean Morton Insurance Agency
    Littleton, CO
  • 08/2023 → Present
    Centennial, CO
  • 06/2024 → Present
    Franktown, CO
  • 06/2024 → Present
    State Farm Vp Management Corp
    Franktown, CO
  • 06/2024 → Present
    Ben Davis Insurance Agency
    Franktown, CO
Other Businesses

1) Benjamin Davis's Insurance Agency; Investment-related; 6901 S Yosemite St Ste 210 Centennial, CO 80112 and 2041 N CO-83 Ste A1 Franktown CO 80116; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2020; 80; 80; Service customers and supervise employees. 2) ThunderRidge High School Football Coach; non-investment-related; 1991 W Wildcat Reserve Pkwy, Highlands Ranch, CO 80129; education; employee; 8/1/2022; 60; 40; none.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-18
  • S65 Uniform Investment Adviser Law Examination
    2023-08-18
Other Names
  • Ben Davis

View on SEC IAPD

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