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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 | 2022-06-29 |
Branch Locations
840 Kennesaw Ave Nw Ste B11, Marietta, GA 30060-7907 • United States
650 Henderson Drive Suite 106, Cartersville, GA 30120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryan Young Insurance Agency | Kennesaw | GA | 08/2018 | 08/2022 |
| Longhorn | Kennesaw | GA | 01/2016 | 12/2018 |
| State Farm Vp Management Corp | Kennesaw | GA | 11/2021 | 08/2022 |
| State Farm Investment Management Corp | Kennesaw | GA | 06/2022 | 08/2022 |
| State Farm Vp Management Corp | Acworth | GA | 08/2022 | 01/2023 |
| State Farm Investment Management Corp | Acworth | GA | 08/2022 | 01/2023 |
| State Farm Insurance | Acworth | GA | 08/2022 | 01/2023 |
| State Farm Investment Management Corp | Cartersville | GA | 01/2023 | Present |
| State Farm Vp Management Corp | Cartersville | GA | 01/2023 | Present |
| Matthew Scott Insurance Agency | Cartersville | GA | 01/2023 | Present |
1) Matthew Scott Insurance Agency; Investment-related; 650 Henderson Drive Suite 106 Cartersville GA 30120 and 840 Kennesaw Ave NW Ste B11 Marietta, GA 30060-7907; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2023; 80; 80; Service customers and supervise employees 2) Claritas Capital LLC; Non-Investment Related; 30 Burton Hills Blvd #500 Nashville, TN 37215; Other; Partner; None; 08/07/2026; 0; 0; None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-30 |
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