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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
OK RA APPROVED 2018-11-06
TX RA APPROVED 2018-11-06
  • OK RA
    APPROVED
    Since 2018-11-06
  • TX RA
    APPROVED
    Since 2018-11-06

Branch Locations

617 W Paul Ave, Pauls Valley, OK 73075-2829 • United States

1017 Cottonwood, Ardmore, OK 73401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Ardmore OK 05/2000 Present
Joe Mcadams Insurance Agency Ardmore OK 05/2000 Present
State Farm Investment Management Corp Ardmore OK 11/2018 Present
State Farm Investment Management Corp Pauls Valley OK 03/2026 Present
Joe Mcadams Insurance Agency Pauls Valley OK 03/2026 Present
State Farm Vp Management Corp Pauls Valley OK 03/2026 Present
  • 05/2000 → Present
    State Farm Vp Management Corp
    Ardmore, OK
  • 05/2000 → Present
    Joe Mcadams Insurance Agency
    Ardmore, OK
  • 11/2018 → Present
    Ardmore, OK
  • 03/2026 → Present
    Pauls Valley, OK
  • 03/2026 → Present
    Joe Mcadams Insurance Agency
    Pauls Valley, OK
  • 03/2026 → Present
    State Farm Vp Management Corp
    Pauls Valley, OK
Other Businesses

1) Joe McAdams' Insurance Agency; Investment-related; 1017 Cottonwood St Ardmore, OK 73401-1316 and 617 W Paul Ave Pauls Valley, OK 73075-2829; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/1999; 80; 80; Service customers and supervise employees.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-30
  • S63 Uniform Securities Agent State Law Examination
    1998-11-30
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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