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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
NC RA APPROVED 2018-08-10
  • NC RA
    APPROVED
    Since 2018-08-10

Branch Locations

Fletcher, NC • 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
State Farm Vp Management Corp. Fletcher NC 10/2015 Present
State Farm Insurance Fletcher NC 10/2015 Present
State Farm Investment Management Corp. Fletcher NC 08/2018 Present
  • 10/2015 → Present
    State Farm Vp Management Corp.
    Fletcher, NC
  • 10/2015 → Present
    State Farm Insurance
    Fletcher, NC
  • 08/2018 → Present
    Fletcher, NC
Other Businesses

1) Hines Investments, LLC; Investment Related; 28 Franklin Farm Road, Fletcher, NC 28732; Investment or Commercial Property; 2/8/2018; Owner; Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account. Wife is the only member of the LLC and I will be assisting her with duties as needed like: depositing rent checks, renovations (if needed), interactions with Lessee(s), etc.; 1 HR/MO & 0 HR/MO. 2) Eric And Jennifer Hines Property#1 (Personally Held Real Estate); investment; 28 Franklin Farm Road Fletcher, NC 28732; Investment or Commercial Property; Owner; none; 03/12/2018; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-07-25
  • S63 Uniform Securities Agent State Law Examination
    2005-07-25
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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