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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
TX RA APPROVED_RES 2023-03-06
AR RA APPROVED 2023-03-01
OK RA APPROVED 2018-11-19
  • TX RA
    APPROVED_RES
    Since 2023-03-06
  • AR RA
    APPROVED
    Since 2023-03-01
  • OK RA
    APPROVED
    Since 2018-11-19

Branch Locations

3639 Nw 63Rd Street, Oklahoma City, OK 73116 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Devin Smith Insurance Agency Oklahoma City OK 01/2016 Present
State Farm Vp Management Corp Oklahoma City OK 01/2016 Present
State Farm Investment Management Corp Oklahoma City OK 11/2018 Present
  • 01/2016 → Present
    Devin Smith Insurance Agency
    Oklahoma City, OK
  • 01/2016 → Present
    State Farm Vp Management Corp
    Oklahoma City, OK
  • 11/2018 → Present
    Oklahoma City, OK
Other Businesses

1) Devin Smith's Insurance Agency; Insurance Agency; Investment-related; 3639 NW 63rd St Oklahoma City, OK 73116-2003; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-02-04
  • S63 Uniform Securities Agent State Law Examination
    2008-02-04
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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