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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
NY RA APPROVED 2025-05-20
  • NY RA
    APPROVED
    Since 2025-05-20

Branch Locations

Hopewell Jct, NY • United States

579 Gramatan Ave, Mount Vernon, NY 10552 • 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
Gotham Surgical White Plains NY 02/2023 07/2023
Gap Inc, Fishkill NY 09/2020 12/2020
John Jay High School Hopewell Jct NY 08/2014 06/2018
University Of Hartford Hartford CT 08/2018 05/2022
Medical Sales College Scottsdale AZ 08/2022 12/2022
Unemployed Hopewell Jct NY 08/2023 04/2024
Corey Anthony Insurance Agency Mount Vernon NY 04/2024 Present
State Farm Vp Management Corp. Mount Vernon NY 10/2024 Present
State Farm Investment Management Corp Mount Vernon NY 04/2025 Present
Pete Spear's Insurance Agency Brewster NY 01/2026 Present
  • 02/2023 → 07/2023
    Gotham Surgical
    White Plains, NY
  • 09/2020 → 12/2020
    Gap Inc,
    Fishkill, NY
  • 08/2014 → 06/2018
    John Jay High School
    Hopewell Jct, NY
  • 08/2018 → 05/2022
    University Of Hartford
    Hartford, CT
  • 08/2022 → 12/2022
    Medical Sales College
    Scottsdale, AZ
  • 08/2023 → 04/2024
    Unemployed
    Hopewell Jct, NY
  • 04/2024 → Present
    Corey Anthony Insurance Agency
    Mount Vernon, NY
  • 10/2024 → Present
    State Farm Vp Management Corp.
    Mount Vernon, NY
  • 04/2025 → Present
    Mount Vernon, NY
  • 01/2026 → Present
    Pete Spear's Insurance Agency
    Brewster, NY
Other Businesses

1) Corey Anthony's Insurance Agency; Investment-related; 579 Gramatan Ave Mount Vernon, NY 10552; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 04/10/2024; 80; 80; Service customers. 2) Vacanti LLC; non-investment-related; 68 Somerset Rd. Hopewell JCT NY. 12533; No current business use. Business was setup as a high school venture. Will keep LLC for future real estate purpose/purchase; Owner; President; 07/10/2018;0;0; Will keep LLC for future real estate purpose/purchase. 3) Pete Spear's Insurance Agency; non-Investment-related; 3820 Danbury Rd Brewster, NY 10509; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 1/8/2026; 80; 80; Service customers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-20
S63 Uniform Securities Agent State Law Examination 2025-01-10
  • S65 Uniform Investment Adviser Law Examination
    2025-05-20
  • S63 Uniform Securities Agent State Law Examination
    2025-01-10

View on SEC IAPD

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