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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-17 |
| OR | RA | APPROVED | 2023-10-12 |
| CA | RA | APPROVED | 2023-10-09 |
| NV | RA | APPROVED | 2023-10-09 |
Branch Locations
312 St Mary Street Suite A, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Pleasanton | CA | 09/2015 | Present |
| Renee Huber Insurance Agency | Pleasanton | CA | 09/2015 | Present |
| State Farm Investment Management Corp | Pleasanton | CA | 10/2023 | Present |
1) Renee Huber's Insurance Agency; Insurance Agency; Investment-related; 312 Saint Mary St Ste A Pleasanton, CA 94566-6665; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2011; 80; 80; Service customers and supervise employees 2) Bni Victory Lane; non-investment-related; 12501 Alcosta Blvd San Ramon, CA 94583; Membership/Civic/Fraternal Organization; other; none; 06/15/2024; 4; 0; Networking group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-16 |
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