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Daniel Edward Ater

State Farm Investment Management Corp.

San Antonio, TX

CRD 3133038

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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
TX RA APPROVED 2018-09-12
  • TX RA
    APPROVED
    Since 2018-09-12

Branch Locations

San Antonio, TX • 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 San Antonio TX 09/2008 Present
State Farm Insurance San Antonio TX 03/2013 Present
State Farm Investment Management Corp San Antonio TX 08/2018 Present
  • 09/2008 → Present
    State Farm Vp Management Corp
    San Antonio, TX
  • 03/2013 → Present
    State Farm Insurance
    San Antonio, TX
  • 08/2018 → Present
    State Farm Investment Management Corp
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-09
S63 Uniform Securities Agent State Law Examination 1998-12-10
  • S65 Uniform Investment Adviser Law Examination
    1999-11-09
  • S63 Uniform Securities Agent State Law Examination
    1998-12-10
Other Names
  • Dan Ater

View on SEC IAPD

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