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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2024-11-01 |
| UT | RA | APPROVED | 2024-10-29 |
| VA | RA | APPROVED | 2024-10-29 |
| MD | RA | APPROVED | 2019-01-02 |
| PA | RA | APPROVED | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Portsmouth | VA | 01/2013 | 08/2017 |
| State Farm Vp Management Corp | Portsmouth | VA | 01/2013 | 08/2017 |
| Lauran Brenneman Insurance Agency | Hagerstown | MD | 08/2017 | Present |
| State Farm Vp Management Corp. | Hagerstown | MD | 08/2017 | Present |
| State Farm Investment Management Corp | Hagerstown | MD | 08/2018 | Present |
1) The Valencia LLC; Investment-related; 1201 Potomac Ave Hagerstown MD 21742; The Valencia LLC owns my office building. I will have a tenant moving in and paying rent to the LLC; Owner, President; 02/02/2020; 1;0; I am the sole owner of the LLC, and it is set up for the intent of earning monthly rent. 2) Women Owned Works; non-investment related; 59 N Potomac St. Hagerstown MD 21740; Education; 03-20-2020; 4;4; speaker 3) Lauren Brenneman's Insurance Agency; Insurance Agency; Investment-related; 1201 Potomac Ave Hagerstown, MD 21742-3316; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2013; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-01 |
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