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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 | 2023-05-30 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-31 |
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