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Robertson Ngunyi Ndegwa

State Farm Investment Management Corp.

Elgin, TX

Austin, TX

CRD 6260421

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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 2023-11-30
  • TX RA
    APPROVED
    Since 2023-11-30

Branch Locations

14 N Main St Suite A, Elgin, TX 78621 • United States

1508 Dessau Ridge Ln Ste 805, Austin, TX 78754 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Robert Ndegwa Insurance Agency Austin TX 06/2014 03/2022
State Farm Vp Management Corp Austin TX 06/2014 03/2020
State Farm Vp Management Corp Austin TX 05/2021 03/2022
Robertson Ndegwa Insurance Agency Elgin TX 03/2022 Present
State Farm Vp Management Corp Elgin TX 03/2022 Present
State Farm Investment Management Corp Elgin TX 11/2023 Present
State Farm Vp Management Corp Austin TX 04/2021 Present
State Farm Investment Management Corp Austin TX 11/2023 Present
Robertson Ndegwa's Insurance Agency Austin TX 06/2014 Present
  • 06/2014 → 03/2022
    Robert Ndegwa Insurance Agency
    Austin, TX
  • 06/2014 → 03/2020
    State Farm Vp Management Corp
    Austin, TX
  • 05/2021 → 03/2022
    State Farm Vp Management Corp
    Austin, TX
  • 03/2022 → Present
    Robertson Ndegwa Insurance Agency
    Elgin, TX
  • 03/2022 → Present
    State Farm Vp Management Corp
    Elgin, TX
  • 11/2023 → Present
    Elgin, TX
  • 04/2021 → Present
    State Farm Vp Management Corp
    Austin, TX
  • 11/2023 → Present
    Austin, TX
  • 06/2014 → Present
    Robertson Ndegwa's Insurance Agency
    Austin, TX
Other Businesses

1) Robertson Ndegwa's Insurance Agency; Insurance Agency; Investment-related; 1508 Dessau Ridge Ln Ste 805 Austin, TX 78754-2123 and 14 N Main St Ste A, Elgin, TX 78621; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2014; 80; 80; Service customers and supervise employees 2) M&N Equity Partners LLC; investment-related; 14505 Joy Lee Lane Manor TX 78653; We will use this LLC entity to purchase commercial property; Partner; 2/7/2022; 3/0; Just a partner with my wife on the LLC. She does the work associated with the company

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-11-16
  • S63 Uniform Securities Agent State Law Examination
    2013-11-16
Designations
  • Chartered Financial Consultant
Other Names
  • Robert Ndegwa

View on SEC IAPD

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