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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
TX RA APPROVED 2023-08-07
  • TX RA
    APPROVED
    Since 2023-08-07

Branch Locations

2911 Texas Ave S Suite 102, College Station, TX 77845 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Joseph Campbell Insurance Agency College Station TX 12/2013 Present
State Farm Vp Management Corp College Station TX 12/2013 Present
State Farm Investment Management Corp College Station TX 08/2023 Present
  • 12/2013 → Present
    Joseph Campbell Insurance Agency
    College Station, TX
  • 12/2013 → Present
    State Farm Vp Management Corp
    College Station, TX
  • 08/2023 → Present
    College Station, TX
Other Businesses

1) Joseph Campbell's Insurance Agency; Insurance Agency; Investment-related; 2911 Texas Ave S Ste 102 College Sta, TX 77845-5388; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2013; 80; 80; Service customers and supervise employees. 2) North Sims Partners LP; investment-related; 206 North Sims Bryan, TX 77803; Investment or Commercial Property; Owner; none; 9/3/2024; 1; 0; Duties: Personally Held Real Estate 3) Rosewood Condo Association; 2911 Texas Ave. S., Ste. 102 College Station, TX 77845; Other; DIRECTOR; 01/22/2020; 1hr; NONE. 4) Sole Brothers, LLC; Investment Related; NA Montgomery, TX 77356; Investment or Commercial Property; Partner; None; 02/01/2026; 1; 1; Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-19
S63 Uniform Securities Agent State Law Examination 2013-04-12
  • S65 Uniform Investment Adviser Law Examination
    2023-07-19
  • S63 Uniform Securities Agent State Law Examination
    2013-04-12
Other Names
  • Cole Campbell

View on SEC IAPD

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