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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2023-06-29 |
| NJ | RA | APPROVED | 2023-06-29 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | West Chester | PA | 05/2011 | Present |
| Lara Ross Insurance Agency | West Chester | PA | 05/2011 | Present |
| State Farm Investment Management Corp | West Chester | PA | 06/2023 | Present |
1) Lara Ross's Insurance Agency; Insurance Agency; Investment-related; 22 N Walnut St West Chester, PA 19380-3139; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2011; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-11 |
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