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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
GA RA APPROVED 2026-05-13
FL RA APPROVED 2024-02-17
  • GA RA
    APPROVED
    Since 2026-05-13
  • FL RA
    APPROVED
    Since 2024-02-17

Branch Locations

6159 Lake Worth Rd, Lake Worth, FL 33463 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Lake Worth FL 04/2014 Present
Blanca Mackrey Insurance Agency Lake Worth FL 04/2014 Present
State Farm Investment Management Corp Lake Worth FL 01/2024 Present
  • 04/2014 → Present
    State Farm Vp Management Corp
    Lake Worth, FL
  • 04/2014 → Present
    Blanca Mackrey Insurance Agency
    Lake Worth, FL
  • 01/2024 → Present
    Lake Worth, FL
Other Businesses

1) Blanca Mackrey's Insurance Agency; Investment-related; 6159 Lake Worth Rd Ste 1 Greenacres, FL 33463-3031; Other-Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2014; 80; 80; Service customers and supervise employees. 2) Arbonne Independent Consultant; non-investment-related; 5052 Ouachita Drive, Lake Worth, FL 33467; Retail; Independent Contractor; Independent Contractor; 5/1/2019; 16; 0; selling products and earning commissions. 3) Pace Center for girls Palm Beach; non-investment-related; 1640 S Congress Avenue Palm Springs, FL 33461; Other; Board Member; None; 08/27/2025; 2;2; Non-Profit-Organization

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-30
  • S63 Uniform Securities Agent State Law Examination
    2026-04-30
Designations
  • Chartered Financial Consultant
Other Names
  • Blanca V Lopez
  • Blanca Lopez Mackrey

View on SEC IAPD

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