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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-08 |
| CT | RA | APPROVED | 2025-05-07 |
| NY | RA | APPROVED | 2025-05-07 |
| PA | RA | APPROVED | 2025-05-07 |
Branch Locations
99 Route 25A #13, Shoreham, NY 11786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ken Kortright Insurance Agency | Patchogue | NY | 01/2015 | 09/2021 |
| State Farm Vp Management Corp | Patchogue | NY | 09/2021 | 12/2021 |
| Dan Valet Insurance Agency | Shoreham | NY | 05/2022 | Present |
| State Farm Vp Management Corp | Shoreham | NY | 09/2023 | Present |
| State Farm Insurance | Patchogue | NY | 12/2021 | 04/2022 |
| State Farm Investment Management Corp | Shoreham | NY | 05/2025 | Present |
1) Dan Valet's Insurance Agency; Investment-related; 99 Route 25a # 13 Shoreham, NY 11786; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2022; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-03 |
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