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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-20 |
Branch Locations
1609 E Florence Blvd Suite 8, Casa Grande, AZ 85122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Casa Grande | AZ | 11/2013 | Present |
| Lorrie Carter Insurance Agency | Casa Grande | AZ | 05/2014 | Present |
| State Farm Investment Management Corp | Casa Grande | AZ | 08/2018 | 06/2019 |
| State Farm Investment Management Corp | Casa Grande | AZ | 06/2023 | Present |
1) Lorrie Carter's Insurance Agency; Insurance Agency; Investment-related; 1609 E Florence Blvd Ste 8 Casa Grande, AZ 85122-3041; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2014; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-04 |
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