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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 |
|---|---|---|---|
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
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