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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-02 |
| KY | RA | APPROVED | 2024-02-02 |
| OH | RA | APPROVED | 2024-02-02 |
Branch Locations
8667 Us Highway 42 Suite 400, Union, KY 41091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cindy Cason Insurance Agency | Union | KY | 09/2019 | Present |
| State Farm Insurance | Atlanta | GA | 04/2019 | 08/2019 |
| Pdc Healthcare | Santa Clarita | CA | 02/2013 | 04/2019 |
| State Farm Vp Management Corp. | Union | KY | 11/2021 | Present |
| State Farm Investment Management Corp | Union | KY | 02/2024 | Present |
Cynthia Cason's Insurance Agency; Insurance Agency; Investment-related; 8667 Us Highway 42 Ste 400 Union, KY 41091-8759; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2019; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-16 |
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