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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
LA RA APPROVED 2026-06-10
  • LA RA
    APPROVED
    Since 2026-06-10

Branch Locations

Greenwell Springs, LA • 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
East Baton Rouge Sheriff's Office Baton Rouge LA 02/2011 Present
David Dorman Insurance Agency Glendale AZ 12/2025 Present
Chad Watts Insurance Agency Mckinney TX 01/2026 Present
State Farm Vp Management Corp Mckinney TX 05/2026 Present
State Farm Investment Management Corp Mckinney TX 05/2026 Present
  • 02/2011 → Present
    East Baton Rouge Sheriff's Office
    Baton Rouge, LA
  • 12/2025 → Present
    David Dorman Insurance Agency
    Glendale, AZ
  • 01/2026 → Present
    Chad Watts Insurance Agency
    Mckinney, TX
  • 05/2026 → Present
    State Farm Vp Management Corp
    Mckinney, TX
  • 05/2026 → Present
    Mckinney, TX
Other Businesses

Chad Watts Insurance Agency; Investment-related; 2055 W Louisiana St Mckinney, TX 75069; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 08/28/2025; 80; 80; Service customers David Dorman Insurance Agency; NOT Investment-related; 10630 N 59th Ave Ste 102 Glendale, AZ 85304 and 15721 N Greenway Hayden Loop Ste 100 Scottsdale, AZ 85260; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 08/28/2025; 80; 80; Service customers East Baton Rouge Sheriff's Office; Not investment related; 8900 Jimmy Wedell Dr Baton Rouge , LA 70807; Public Service; Employee; 02/10/2011; 173; 150; Law Enforcement Agency

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
S63 Uniform Securities Agent State Law Examination 2025-11-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01
  • S63 Uniform Securities Agent State Law Examination
    2025-11-01

View on SEC IAPD

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