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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2022-08-19 |
Branch Locations
43120 Utica Rd Ste 400, Sterling Heights, MI 48314-3579 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Bloomington | IL | 08/2018 | 12/2018 |
| Aspen Dental Management | Lake Orion | MI | 09/2017 | 08/2018 |
| Momsource Network | Knoxville | TN | 12/2015 | 09/2017 |
| Clint St. Mosley Insurance Agency | Sterling Heights | MI | 01/2019 | Present |
| State Farm Vp Management Corp | Sterling Heights | MI | 08/2019 | Present |
| State Farm Investment Management Corp | Sterling Heights | MI | 08/2022 | Present |
1) Clint St Mosley Insurance Agency; Investment-related; 43120 Utica Rd Ste 400, Sterling Hts, MI 48314-3579; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2019; 80; 80; Service customers and supervise employees 2) Fora Travel Advisor; non-investment-related; 1301 Addington Ct Lake Orion, MI 48360; Other; Independent Contractor; None; 04/01/2024; 2; 0; Duties: I recently partnered with Fora Travel in order to get discounts/commissions on the extension travel I do. I am registered as a travel agent but only intend to use it for personal use and possibly some friends and family. I won't be advertising this business outside of those circles. 3) Committee to Elect Clinton St Mosley; non-investment-related; PO Box 244 Lake Orion, MI 48361; Other; elected official; none; 5/31/2024; 40; 0; Duties. 4) Nasfa; non-investment-related; 222 S. Riverside Plaza Suite 1870 Chicago, IL 60606; Association/Committee/Council; Director; none; 9/1/2024; 4; 0; Committee
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
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