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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-01 |
Branch Locations
1841 Piedmont Rd Suite 302, Marietta, GA 30066 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Management Corp. | Marietta | GA | 08/2015 | 07/2019 |
| Keith Johnson Insurance Agency | Marietta | GA | 08/2015 | Present |
| State Farm Investment Management Corp | Marietta | GA | 05/2023 | Present |
1) William Johnson's Insurance Agency; Insurance Agency; Investment-related; 1841 Piedmont Rd NE Ste 302 Marietta, GA 30066-4292; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2015; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-03 |
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