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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2024-10-30 |
| WV | RA | APPROVED | 2022-09-30 |
| VA | RA | APPROVED | 2020-10-06 |
| DC | RA | APPROVED | 2019-02-13 |
| MD | RA | APPROVED | 2019-01-16 |
Branch Locations
19636 Club House Rd Ste 120, Montgomry Vlg, MD 20886-3043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Gaithersburg | MD | 05/1999 | Present |
| Jane Reilly Insurance Agency | Gaithersburg | MD | 05/2000 | Present |
| State Farm Investment Management Corp | Gaithersburg | MD | 01/2019 | Present |
1) Jane Warfield Daza's Insurance Agency; Insurance Agency; Investment-related; 19636 Club House Rd Ste 120 Montgomery Vlg, MD 20886-3043; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/1999; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-16 |
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