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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
CA RA APPROVED 2026-02-16
  • CA RA
    APPROVED
    Since 2026-02-16

Branch Locations

San Jose, CA • 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
Rite Aid Camp Hill PA 10/2010 06/2019
Cvs Woonsocket RI 06/2019 08/2022
Rolando Suarez Insurance Agency San Jose CA 07/2022 01/2026
State Farm Insurance San Jose CA 01/2026 Present
State Farm Vp Management Corp. San Jose CA 01/2026 Present
State Farm Investment Management Corp San Jose CA 01/2026 Present
  • 10/2010 → 06/2019
    Rite Aid
    Camp Hill, PA
  • 06/2019 → 08/2022
    Cvs
    Woonsocket, RI
  • 07/2022 → 01/2026
    Rolando Suarez Insurance Agency
    San Jose, CA
  • 01/2026 → Present
    State Farm Insurance
    San Jose, CA
  • 01/2026 → Present
    State Farm Vp Management Corp.
    San Jose, CA
  • 01/2026 → Present
    San Jose, CA
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; 01/17/2026; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-16
S63 Uniform Securities Agent State Law Examination 2025-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-02-16
  • S63 Uniform Securities Agent State Law Examination
    2025-05-27

View on SEC IAPD

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