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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 | 2023-05-03 |
Branch Locations
558 Old Norcross Road Suite 203, Lawrenceville, GA 30046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clayton Whitlock Insurance Agency | Lawrenceville | GA | 10/2020 | Present |
| State Farm Insurance | Bloomington | IL | 05/2020 | 10/2020 |
| State Farm Vp Management Corp. | Lawrenceville | GA | 12/2021 | Present |
| Matt Mehan Inc. | Roswell | GA | 12/2017 | 04/2020 |
| Thyssenkrupp Engineered Plastics | Kennesaw | GA | 12/2015 | 12/2017 |
| State Farm Investment Management Corp | Lawrenceville | GA | 05/2023 | Present |
| Clayton Whitlock Insurance Agency | Cumming | GA | 01/2026 | Present |
| State Farm Vp Management Corp | Cumming | GA | 01/2026 | Present |
| State Farm Investment Management Corp | Cumming | GA | 01/2026 | Present |
1) Clayton Whitlock's Insurance Agency; Insurance Agency; Investment-related; 558 Old Norcross Rd Ste 203 Lawrenceville, GA 30046-4385; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2020; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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