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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2026-04-23 |
| MD | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED | 2026-04-14 |
| LA | RA | APPROVED | 2026-04-13 |
| NV | RA | APPROVED | 2026-04-13 |
| SC | RA | APPROVED | 2026-04-10 |
| VA | RA | APPROVED | 2026-04-10 |
| NC | RA | APPROVED | 2026-03-13 |
| GA | RA | APPROVED | 2024-08-09 |
| AL | RA | APPROVED | 2024-08-08 |
| FL | RA | APPROVED | 2023-04-01 |
Branch Locations
Ponte Vedra Beach, FL • United States
Fleming Island, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Ponte Vedra Beach | FL | 02/2023 | Present |
| State Farm Insurance | Ponte Vedra Beach | FL | 01/2023 | Present |
| Merrill Lynch | Charlotte | NC | 12/2017 | 02/2018 |
| Mufg Union Bank | Monterey Park | CA | 02/2018 | 02/2023 |
| Overstock And More | Jacksonville | FL | 01/2015 | 02/2018 |
| State Farm Investment Management Corp | Ponte Vedra Beach | FL | 02/2023 | Present |
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; Job role effective date; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-07 |
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