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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 | 2023-06-18 |
Branch Locations
2500 S Victory Dr, Houston, TX 77088 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Houston | TX | 01/2023 | 03/2023 |
| Allstate | Houston | TX | 05/2021 | 01/2023 |
| Mars Wrigley | Houston | TX | 01/2018 | 05/2021 |
| Enterprise Rent A Car | Houston | TX | 02/2015 | 01/2018 |
| State Farm Vp Management Corp | Rosharon | TX | 05/2023 | 09/2023 |
| State Farm Insurance | Rosharon | TX | 05/2023 | 09/2023 |
| Christiopher James Insurance Agency | Houston | TX | 10/2023 | Present |
| State Farm Vp Managment Corp | Houston | TX | 10/2023 | Present |
| State Farm Investment Management Corp | Houston | TX | 10/2023 | Present |
1) Christopher James' Insurance Agency; Investment-related; 2500 S Victory Dr Houston, TX 77088; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2023; 80; 80; Service customers and supervise employees 2) Dynasti Investments and Rentals; Investment-related; 13518 Ithaca Cresent Ln Rosharon TX 77583; Real Estate Investments; Owner; None; 10/01/2019; 5; 0; None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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