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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2026-04-06 |
| FL | RA | APPROVED | 2024-11-01 |
| NY | RA | APPROVED | 2022-11-10 |
| PA | RA | APPROVED | 2022-11-09 |
| NJ | RA | APPROVED | 2022-11-07 |
Branch Locations
1150 1St Ave Ste 370, King Of Prussia, PA 19406 • 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 |
|---|---|---|---|---|
| Greg Carlson Insurance Agency | Keene | NH | 12/2015 | 08/2018 |
| State Farm Insurance | King Of Prussia | PA | 09/2018 | 12/2018 |
| State Farm Vp Management Corp | King Of Prussia | PA | 09/2018 | 12/2018 |
| Issac Gao Insurance Agency | King Of Prussia | PA | 01/2019 | Present |
| State Farm Vp Management Corp | King Of Prussia | PA | 01/2019 | 01/2021 |
| State Farm Vp Management Corp | King Of Prussia | PA | 09/2022 | Present |
| State Farm Investment Management Corp | King Of Prussia | PA | 11/2022 | Present |
1) Issac Gao Insurance Agency; Investment-related; 1150 1st Ave, Ste 370, Kng Of Prussa, PA 19406-1363; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 01/01/2019; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-14 |
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