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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 | 2023-03-14 |
Branch Locations
7373 N Scottsdale Rd Ste A240, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wes Stahler Insurance Agency | Phoenix | AZ | 12/2013 | 08/2017 |
| State Farm Vp Management Corp | Phoenix | AZ | 07/2014 | 08/2017 |
| State Farm Insurance | Tempe | AZ | 08/2017 | 12/2017 |
| Brett Gaboury Insurance Agency | Scottsdale | AZ | 01/2018 | Present |
| State Farm Vp Management Corp. | Scottsdale | AZ | 06/2019 | Present |
| State Farm Investment Management Corp | Scottsdale | AZ | 03/2023 | Present |
1) Bretton Gaboury's Insurance Agency; Insurance Agency; Investment-related; 7373 N Scottsdale Rd Ste A240 Scottsdale, AZ 85253-3695; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2018; 80; 80; Service customers and supervise employees 2) NAIFA; non-investment-related; P.O. BOX 4728 Scottsdale AZ 85261; Association/Committee/Council; Board Member; Secretary; 05/05/2023; 2; 1; NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-04 |
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