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Truc N Doan-Robichaux

State Farm Investment Management Corp.

Cypress, LA

CRD 7192493

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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
LA RA APPROVED 2021-02-16
TX RA APPROVED 2021-02-16
  • LA RA
    APPROVED
    Since 2021-02-16
  • TX RA
    APPROVED
    Since 2021-02-16

Branch Locations

Cypress, LA • 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
Terry Wofford Insurance Agency Lafayette LA 02/2012 01/2018
State Farm Insurance Richardson TX 01/2018 06/2018
Truc Doan-Robichaux Insurance Agency Lake Charles LA 06/2018 05/2021
State Farm Vp Management Corp Lake Charles LA 11/2019 05/2021
State Farm Investment Management Corp. Lake Charles LA 02/2021 05/2021
State Farm Investment Management Corp. Cypress LA 06/2021 Present
State Farm Vp Management Corp. Cypress LA 06/2021 Present
State Farm Insurance Cypress LA 06/2021 Present
  • 02/2012 → 01/2018
    Terry Wofford Insurance Agency
    Lafayette, LA
  • 01/2018 → 06/2018
    State Farm Insurance
    Richardson, TX
  • 06/2018 → 05/2021
    Truc Doan-Robichaux Insurance Agency
    Lake Charles, LA
  • 11/2019 → 05/2021
    State Farm Vp Management Corp
    Lake Charles, LA
  • 02/2021 → 05/2021
    Lake Charles, LA
  • 06/2021 → Present
    Cypress, LA
  • 06/2021 → Present
    State Farm Vp Management Corp.
    Cypress, LA
  • 06/2021 → Present
    State Farm Insurance
    Cypress, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-15
S63 Uniform Securities Agent State Law Examination 2020-07-21
  • S65 Uniform Investment Adviser Law Examination
    2021-01-15
  • S63 Uniform Securities Agent State Law Examination
    2020-07-21
Other Names
  • Truc Doan-Robichaux
  • Truc Nhu Doan
  • Tee Doan-Robichaux

View on SEC IAPD

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