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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-07 |
| NC | RA | APPROVED | 2026-08-06 |
| SC | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Peterson's Insurance Agency | Greenville | SC | 05/2023 | Present |
| State Farm Vp Management Corp | Greenville | SC | 06/2025 | Present |
| Presbyterian College | Clinton | SC | 08/2020 | 05/2024 |
| Lonnie Poole Golf Course | Raleigh | NC | 03/2019 | 08/2022 |
| Brier Creek Country Club | Raleigh | NC | 06/2018 | 05/2019 |
| Homebridge | Raleigh | NC | 05/2021 | 01/2023 |
| Harris Teeter | Raleigh | NC | 11/2017 | 06/2018 |
| Broughton High School | Raleigh | NC | 08/2016 | 06/2020 |
| State Farm Investment Management Corp | Greenville | SC | 09/2025 | Present |
1) Adam Peterson's Insurance Agency; Investment-related; 517 S Pleasantburg Dr Ste C Greenville, SC 29607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 5/22/2023; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
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