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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
AZ RA APPROVED 2025-03-07
CA RA APPROVED 2025-02-21
OR RA APPROVED 2025-02-21
  • AZ RA
    APPROVED
    Since 2025-03-07
  • CA RA
    APPROVED
    Since 2025-02-21
  • OR RA
    APPROVED
    Since 2025-02-21

Branch Locations

Pleasanton, CA • United States

3 Crow Canyon Ct Ste 250, San Ramon, CA 94583 • 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
Alex Mutch Insurance Agency San Ramon CA 12/2021 Present
State Farm Vp Management Corp. San Ramon CA 02/2025 Present
State Farm Insurance San Ramon CA 07/2021 11/2021
Biola University La Mirada CA 06/2016 07/2021
State Farm Investment Management Corp San Ramon CA 02/2025 Present
  • 12/2021 → Present
    Alex Mutch Insurance Agency
    San Ramon, CA
  • 02/2025 → Present
    State Farm Vp Management Corp.
    San Ramon, CA
  • 07/2021 → 11/2021
    State Farm Insurance
    San Ramon, CA
  • 06/2016 → 07/2021
    Biola University
    La Mirada, CA
  • 02/2025 → Present
    San Ramon, CA
Other Businesses

1) Alex Mutch's Insurance Agency; Investment-related; 3 Crow Canyon Ct Suite 250 San Ramon, CA 94583; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2021; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-25
S65 Uniform Investment Adviser Law Examination 2025-02-05
  • S63 Uniform Securities Agent State Law Examination
    2025-03-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05
Other Names
  • Alex Mutch

View on SEC IAPD

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