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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-01 |
| AL | RA | APPROVED | 2025-06-25 |
| CO | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2023-11-08 |
Branch Locations
2129 1/2 W Fairbanks Ave, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston | FL | 06/2017 | 12/2020 |
| Bank Of America, N.A. | Weston | FL | 06/2017 | 12/2020 |
| State Farm | Miami | FL | 07/2016 | 06/2017 |
| Citigroup | Miami | FL | 01/2021 | 09/2023 |
| Rick Sanchez Insurance Agency | Miami | FL | 10/2023 | 08/2024 |
| State Farm Vp Management Corp | Miami | FL | 10/2023 | 08/2024 |
| Rick Sanchez Insurance Agency | Boca Raton | FL | 10/2023 | 08/2024 |
| State Farm Vp Management Corp | Boca Raton | FL | 10/2023 | 08/2024 |
| State Farm Investment Management Corp | Miami | FL | 10/2023 | 08/2024 |
| State Farm Investment Management Corp | Boca Raton | FL | 10/2023 | 08/2024 |
| State Farm Insurance | South Miami | FL | 08/2024 | 12/2024 |
| State Farm Investment Management Corp | South Miami | FL | 08/2024 | 12/2024 |
| State Farm Vp Management Corp | South Miami | FL | 08/2024 | 12/2024 |
| Ricky Sanchez Insurance Agency | Winter Park | FL | 12/2024 | Present |
| State Farm Investment Management Corp | Winter Park | FL | 12/2024 | Present |
| State Farm Vp Management Corp | Winter Park | FL | 12/2024 | Present |
1) Ricky Sanchez Insurance Agency; Investment-related; 2129 1/2 W Fairbanks Ave Winter Park, FL 32789-4507; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/02/2024; 80; 80; Service customers and supervise employees 2) Casadora Holdings LLC; investment-related; 8788 SW 8 St., Miami, FL 33174; Investment/Commercial Property; Owner/Manager; 05/01/2023; 5;0; Holding company for a rental property; collecting rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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