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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-11 |
| NM | RA | APPROVED | 2024-03-05 |
| OK | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED | 2024-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Austin | TX | 04/2013 | 10/2019 |
| State Farm Vp Management Corp | Austin | TX | 04/2013 | 10/2019 |
| State Farm Vp Management Corp | Houston | TX | 10/2019 | Present |
| Natalie Barry Insurance Agency | Houston | TX | 10/2019 | Present |
| State Farm Investment Management Corp | Houston | TX | 03/2024 | Present |
1) Barry Admin Services, non-investment related, 5925 a Kansas St Houston TX 77007; Service Industry; administrative services, partner, 12-07-2018, 50%, qualified joint venture, 1hr/mo 0hr/mo, none 2) Natalie Barry's Insurance Agency; Insurance Agency; Investment-related; 308 Avondale St Houston, TX 77006-3114; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-23 |
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