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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
AL RA APPROVED 2024-06-17
SC RA APPROVED 2024-06-04
GA RA APPROVED 2023-09-01
  • AL RA
    APPROVED
    Since 2024-06-17
  • SC RA
    APPROVED
    Since 2024-06-04
  • GA RA
    APPROVED
    Since 2023-09-01

Branch Locations

5077 Dallas Highway Suite 111, Powder Springs, GA 30127 • 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
Bradley Cooper Insurance Agency Powder Springs GA 09/2014 Present
State Farm Vp Management Corp Powder Springs GA 09/2014 Present
State Farm Investment Management Corp Powder Springs GA 08/2023 Present
  • 09/2014 → Present
    Bradley Cooper Insurance Agency
    Powder Springs, GA
  • 09/2014 → Present
    State Farm Vp Management Corp
    Powder Springs, GA
  • 08/2023 → Present
    Powder Springs, GA
Other Businesses

1) Bradley Cooper's Insurance Agency; Insurance Agency; Investment-related; 5077 Dallas Hwy Ste 111 Powder Spgs, GA 30127-4510; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2014; 80; 80; Service customers and supervise employees 2) Claritas; Investment Related; 30 Burton Hills Blvd Nashville, TN 37215; Investment or Commercial Property; Other; None; 04/13/2026; 0; 0; Develops, buys and sells certain properties, at times will acquire smaller businesses 3) Keel Cypress LLC; Investment Related; 4434 Sutherland Ave Unit 10667 Knoxville, TN 37919; Investment or Commercial Property; Partner; None; 08/01/2026; 1; 0; None

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-01-03
  • S63 Uniform Securities Agent State Law Examination
    2014-01-03
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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