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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 2019-05-10
  • TX RA
    APPROVED
    Since 2019-05-10

Branch Locations

Cypress, TX • 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 Insurance Bloomington IL 05/2016 12/2016
State Farm Vp Management Corp. Bloomington IL 05/2016 05/2019
State Farm Insurance Bloomington IL 12/2016 02/2019
State Farm Insurance Bloomington IL 02/2019 05/2019
State Farm Vp Management Corp. Cypress TX 05/2019 Present
State Farm Insurance Cypress TX 05/2019 Present
State Farm Investment Management Corp. Cypress TX 05/2019 Present
  • 05/2016 → 12/2016
    State Farm Insurance
    Bloomington, IL
  • 05/2016 → 05/2019
    State Farm Vp Management Corp.
    Bloomington, IL
  • 12/2016 → 02/2019
    State Farm Insurance
    Bloomington, IL
  • 02/2019 → 05/2019
    State Farm Insurance
    Bloomington, IL
  • 05/2019 → Present
    State Farm Vp Management Corp.
    Cypress, TX
  • 05/2019 → Present
    State Farm Insurance
    Cypress, TX
  • 05/2019 → Present
    Cypress, TX
Other Businesses

1) AGAVY, LLC; Investment-related; 19126 Bickham Dr. Cypress TX 77433; Real Estate/Rental Property; Officer, Vice president, treasurer; 01/09/2020; 1;0.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-11
  • S63 Uniform Securities Agent State Law Examination
    2009-07-11
Designations
  • Chartered Financial Consultant
Other Names
  • Levin Issavi

View on SEC IAPD

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