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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-13 |
| DC | RA | APPROVED | 2021-09-30 |
| MD | RA | APPROVED | 2021-07-08 |
| VA | RA | APPROVED | 2021-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leon Litz Insurance Agency | Henrico | VA | 07/2011 | 09/2021 |
| State Farm Vp Management Corp. | Henrico | VA | 07/2011 | 09/2021 |
| State Farm Investment Management Corp | Henrico | VA | 11/2018 | 06/2019 |
| State Farm Investment Management Corp. | Henrico | VA | 07/2021 | 09/2021 |
| State Farm Vp Managment Corp | Glen Allen | VA | 09/2021 | Present |
| Leon Litz Insurance Agency | Glen Allen | VA | 09/2021 | Present |
| State Farm Investment Management Corp | Glen Allen | VA | 09/2021 | Present |
1) Leon Litz's Insurance Agency; Insurance Agency; Investment-related; 3936 Springfield Rd Glen Allen, VA 23060-4119; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2011; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-13 |
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