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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
TX RA APPROVED 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-23

Branch Locations

Woodway, TX • 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
Clint Allen Insurance Agency Hewitt TX 04/2020 06/2026
Tradinghouse Bar And Grill Waco TX 01/2019 02/2020
Kirkland's Home Waco TX 10/2017 02/2019
United States Navy San Antonio TX 06/2013 06/2017
Allen Samuels Dealership Waco TX 07/2017 10/2017
State Farm Vp Management Corp Waco TX 05/2025 06/2026
Matt Dill Insurance Agency Waco TX 05/2025 06/2026
State Farm Vp Management Corp Woodway TX 06/2026 Present
State Farm Investment Management Corp Woodway TX 06/2026 Present
State Farm Insurance Woodway TX 06/2026 Present
  • 04/2020 → 06/2026
    Clint Allen Insurance Agency
    Hewitt, TX
  • 01/2019 → 02/2020
    Tradinghouse Bar And Grill
    Waco, TX
  • 10/2017 → 02/2019
    Kirkland's Home
    Waco, TX
  • 06/2013 → 06/2017
    United States Navy
    San Antonio, TX
  • 07/2017 → 10/2017
    Allen Samuels Dealership
    Waco, TX
  • 05/2025 → 06/2026
    State Farm Vp Management Corp
    Waco, TX
  • 05/2025 → 06/2026
    Matt Dill Insurance Agency
    Waco, TX
  • 06/2026 → Present
    State Farm Vp Management Corp
    Woodway, TX
  • 06/2026 → Present
    Woodway, TX
  • 06/2026 → Present
    State Farm Insurance
    Woodway, TX
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; 06/20/2026; 80; 80; Service customers

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-17
S65 Uniform Investment Adviser Law Examination 2025-04-18
  • S63 Uniform Securities Agent State Law Examination
    2025-05-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-18

View on SEC IAPD

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