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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
FL RA APPROVED 2026-06-11
  • FL RA
    APPROVED
    Since 2026-06-11

Branch Locations

St Cloud, FL • 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
Jewelz Santiago Insurance Agency New York NY 03/2015 12/2016
Soribel Almanzar Insurance Agency Stamford CT 01/2017 08/2017
Marc Marcella Insurance Agency Yonkers NY 09/2017 06/2018
Weezie Mullaly Insurance Agency Yonkers NY 07/2018 06/2020
Jewelz Santiago Insurance Agency New York NY 05/2020 05/2026
State Farm Vp Management Corp New York NY 01/2025 05/2026
State Farm Investment Management Corp New York NY 04/2025 05/2026
State Farm Investment Management Corp St Cloud FL 05/2026 Present
State Farm Vp Management Corp St Cloud FL 05/2026 Present
State Farm Insurance St Cloud FL 05/2026 Present
  • 03/2015 → 12/2016
    Jewelz Santiago Insurance Agency
    New York, NY
  • 01/2017 → 08/2017
    Soribel Almanzar Insurance Agency
    Stamford, CT
  • 09/2017 → 06/2018
    Marc Marcella Insurance Agency
    Yonkers, NY
  • 07/2018 → 06/2020
    Weezie Mullaly Insurance Agency
    Yonkers, NY
  • 05/2020 → 05/2026
    Jewelz Santiago Insurance Agency
    New York, NY
  • 01/2025 → 05/2026
    State Farm Vp Management Corp
    New York, NY
  • 04/2025 → 05/2026
    New York, NY
  • 05/2026 → Present
    St Cloud, FL
  • 05/2026 → Present
    State Farm Vp Management Corp
    St Cloud, FL
  • 05/2026 → Present
    State Farm Insurance
    St Cloud, FL
Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 5/9/2026; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-22
S63 Uniform Securities Agent State Law Examination 2024-12-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-22
  • S63 Uniform Securities Agent State Law Examination
    2024-12-07

View on SEC IAPD

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