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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 | 2023-01-04 |
Branch Locations
3000 Joe Dimaggio Blvd Suite 2, Round Rock, TX 78665 • 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 |
|---|---|---|---|---|
| Nancy Callahan Insurance Agency | Austin | TX | 05/1997 | 12/2022 |
| State Farm Vp Management Corp | Austin | TX | 03/2005 | 12/2022 |
| State Farm Insurance | Cedar Park | TX | 12/2022 | 05/2023 |
| State Farm Investment Management Corp | Cedar Park | TX | 12/2022 | 05/2023 |
| State Farm Vp Managment Corp | Cedar Park | TX | 12/2022 | 05/2023 |
| Shonda Hetherington Insurance Agency | Round Rock | TX | 05/2023 | Present |
| State Farm Investment Management Corp | Round Rock | TX | 05/2023 | Present |
| State Farm Vp Managment Corp | Round Rock | TX | 05/2023 | Present |
1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 12/17/22; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-01 |
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