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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2023-04-28 |
| OK | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandon Lloyd Insurance Agency | New Boston | TX | 12/2019 | Present |
| State Farm Insurance | Richardson | TX | 07/2019 | 11/2019 |
| Dustin Cooley Insurance Agency | Texarkana | AR | 03/2017 | 07/2019 |
| Peoples Bank | Magnolia | AR | 05/2016 | 02/2017 |
| Southern Arkansas University | Magnolia | AR | 08/2012 | 12/2016 |
| State Farm Vp Management Corp. | New Boston | TX | 09/2021 | 03/2022 |
| State Farm Vp Management Corp. | New Boston | TX | 09/2022 | Present |
| State Farm Investment Management Corp | New Boston | TX | 04/2023 | Present |
1) Brandon Lloyd Insurance Agency; Investment-related; 318 First Dr., New Boston, TX 75570-2758; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2019; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-09 |
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