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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
LA RA APPROVED 2023-05-30
TX RA APPROVED 2023-05-30
  • LA RA
    APPROVED
    Since 2023-05-30
  • TX RA
    APPROVED
    Since 2023-05-30

Branch Locations

8141 Mesa Drive Suite A, Austin, TX 78759 • United States

7701 San Felipe Blvd Suite 102, Austin, TX 78728 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aaron Green Insurance Agency Austin TX 01/2016 Present
State Farm Vp Management Corp Austin TX 01/2016 Present
State Farm Investment Management Corp Austin TX 09/2018 06/2019
State Farm Investment Management Corp Austin TX 05/2023 Present
Other Businesses

1) Aaron Green's Insurance Agency; Insurance Agency; Investment-related; 8141 Mesa Dr Ste A Austin, TX 78759 and 7701 San Felipe Blvd Suite 102 Austin TX 78728; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees 2) School Security Solutions; non-investment-related; 510 Cave Ln, San Antonio Texas 78209; sells & Manufactures school safety devices for securing doors; Partner 50%; 10/31/15; Product Inventor; 10 hrs./mo.; 0 hrs./mo. 3) Aaron Taylor Green-property #1 (Personally Held Real Estate); investment-related; 4159 Steck Ave Unit 120 Austin, TX 78759; Investment or Commercial Property; Owner; none; 03/29/2022; 1; 0; Duties: Personally Held Real Estate 4) Aaron Taylor Green-property #2 (Personally Held Real Estate); investment-related; 5700 Scout Bluff Austin, Tx 78731; Investment or Commercial Property; Owner; none; 6/7/2024; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-20
S63 Uniform Securities Agent State Law Examination 2015-07-31
  • S65 Uniform Investment Adviser Law Examination
    2023-05-20
  • S63 Uniform Securities Agent State Law Examination
    2015-07-31
Other Names
  • Taylor Green

View on SEC IAPD

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