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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
FL RA APPROVED 2023-01-05
  • FL RA
    APPROVED
    Since 2023-01-05

Branch Locations

Indialantic, FL • 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
State Farm Vp Management Corp. Chesterbrook PA 11/2014 10/2022
State Farm Insurance Chesterbrook PA 11/2014 10/2022
State Farm Investment Management Corp. Chesterbrook PA 03/2019 10/2022
State Farm Investment Management Corp. Indialantic FL 10/2022 Present
State Farm Insurance Indialantic FL 10/2022 Present
State Farm Vp Management Corp. Indialantic FL 10/2022 Present
  • 11/2014 → 10/2022
    State Farm Vp Management Corp.
    Chesterbrook, PA
  • 11/2014 → 10/2022
    State Farm Insurance
    Chesterbrook, PA
  • 03/2019 → 10/2022
    Chesterbrook, PA
  • 10/2022 → Present
    Indialantic, FL
  • 10/2022 → Present
    State Farm Insurance
    Indialantic, FL
  • 10/2022 → Present
    State Farm Vp Management Corp.
    Indialantic, FL
Other Businesses

1) Palacios - Property #1 (Personally held Real Estate); investment-related; 3102 Lake Margaret Dr Orlando FL 32806; Rental Property; 05/15/2006; 1;0; owner 2) Palacios - Property #2 (Personally held Real Estate); investment-related, 1100 Delaney Ave Unit F309 Orlando FL 32806; Rental Property; Owner; 09/24/2022; 1;0; tenant 3) Palacios - Property #3 (Personally held real estate); investment-related; 1100 Delaney Ave unit F503 Orlando FL 32806; Rental Property; 07/08/2013; owner;1;0; leasing and renting. 4) Palacios - Property #4 (Personally held real estate); investment-related; 1100 Delaney Ave unit C23 Orlando FL 32806; Rental Property; 03/27/2012; 1;0; Tenant

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-05-20
  • S63 Uniform Securities Agent State Law Examination
    2009-05-20
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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