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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 |
|---|---|---|---|
| MS | RA | APPROVED | 2024-10-18 |
| AL | RA | APPROVED | 2024-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Tuscaloosa | AL | 06/2015 | 03/2024 |
| State Farm Vp Management Corp | Tuscaloosa | AL | 02/2024 | 08/2024 |
| State Farm Insurance | Tuscaloosa | AL | 03/2024 | 08/2024 |
| State Farm Investment Management Corp | Tuscaloosa | AL | 03/2024 | 08/2024 |
| State Farm Investment Management Corp | Woodstock | AL | 08/2024 | Present |
| State Farm Vp Management Corp | Woodstock | AL | 08/2024 | Present |
| John Rich Insurance Agency | Woodstock | AL | 08/2024 | Present |
1) JOHN RICH INSURANCE AGENCY; Investment-related; 20026 Highway 11 Woodstock, AL 35188-3733; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2024; 80; 80; Service customers and supervise employees. 2) Churchill Park Homeowners Association; Non-Investment Related; 4076 SIERRA DRIVE TUSCALOOSA, AL 35406; Association/Committee/Council; Board Member; None; 06/01/2025; 1; 0; HOA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
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