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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
CO RA APPROVED 2026-08-19
AL RA APPROVED 2025-07-14
AR RA APPROVED 2025-07-14
MS RA APPROVED 2025-01-28
  • CO RA
    APPROVED
    Since 2026-08-19
  • AL RA
    APPROVED
    Since 2025-07-14
  • AR RA
    APPROVED
    Since 2025-07-14
  • MS RA
    APPROVED
    Since 2025-01-28

Branch Locations

3130 Jefferson Street Suite A, Macon, MS 39341 • 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
Steward Link Llc Winona MS 10/2023 11/2024
Delta Council Stoneville MS 06/2021 10/2023
Ironwood Holdings Llc Oxford MS 05/2016 06/2021
State Farm Insurance Indianola MS 12/2024 07/2025
State Farm Investment Management Corp Indianola MS 12/2024 07/2025
State Farm Vp Management Indianola MS 12/2024 07/2025
State Farm Vp Management Macon MS 07/2025 Present
State Farm Investment Management Corp Macon MS 07/2025 Present
Stewart Lamb Insurance Agency Macon MS 07/2025 Present
  • 10/2023 → 11/2024
    Steward Link Llc
    Winona, MS
  • 06/2021 → 10/2023
    Delta Council
    Stoneville, MS
  • 05/2016 → 06/2021
    Ironwood Holdings Llc
    Oxford, MS
  • 12/2024 → 07/2025
    State Farm Insurance
    Indianola, MS
  • 12/2024 → 07/2025
    Indianola, MS
  • 12/2024 → 07/2025
    State Farm Vp Management
    Indianola, MS
  • 07/2025 → Present
    State Farm Vp Management
    Macon, MS
  • 07/2025 → Present
    Macon, MS
  • 07/2025 → Present
    Stewart Lamb Insurance Agency
    Macon, MS
Other Businesses

1) Stewart Lamb's Insurance Agency; Investment-related; 3130 Jefferson Street Suite A Macon MS 39341; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-28
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S63 Uniform Securities Agent State Law Examination
    2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28

View on SEC IAPD

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