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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-17 |
Branch Locations
16803 W Airport Blvd Ste 120, Richmond, TX 77407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Financial Credit Union | Houston | TX | 08/1993 | 07/2020 |
| State Farm Insurance | Houston | TX | 08/2020 | 01/2021 |
| Jason Deitz Insurance Agency | Richmond | TX | 01/2021 | Present |
| State Farm Vp Management Corp. | Richmond | TX | 10/2024 | Present |
| State Farm Investment Management Corp | Richmond | TX | 10/2024 | Present |
1) Jason Deitz's Insurance Agency; Investment-related; 16803 W Airport Blvd Ste 120 Richmond, TX 77407 Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
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