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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 |
|---|---|---|---|
| MS | RA | APPROVED | 2023-02-15 |
| AL | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mott Macdonald | Birmingham | AL | 01/2015 | 05/2017 |
| Mcgiffert And Associates, Llc | Tuscaloosa | AL | 05/2017 | 07/2017 |
| Mott Macdonald | Birmingham | AL | 07/2017 | 12/2018 |
| David Cureington Insurance Agency | Tuscaloosa | AL | 01/2019 | 08/2022 |
| State Farm Vp Management Corp. | Tuscaloosa | AL | 12/2021 | 02/2023 |
| Paul Milazzo Insurance Agency | Mobile | AL | 11/2021 | 08/2022 |
| State Farm Vp Management Corp | Mobile | AL | 11/2021 | 08/2022 |
| State Farm Insurance | Tuscaloosa | AL | 08/2022 | 02/2023 |
| State Farm Investment Management Corp | Tuscaloosa | AL | 09/2022 | 02/2023 |
| Grant Evans Insurance Agency | Greensboro | AL | 02/2023 | 09/2024 |
| State Farm Investment Management Corp | Greensboro | AL | 02/2023 | 09/2024 |
| State Farm Vp Management Corp. | Greensboro | AL | 02/2023 | 09/2024 |
| Grant Evans Insurance Agency | Moundville | AL | 09/2024 | Present |
| State Farm Investment Management Corp | Moundville | AL | 09/2024 | Present |
| State Farm Vp Management Corp. | Moundville | AL | 09/2024 | Present |
1) Grant Evan's Insurance Agency; Investment-related; 40520 Al Highway 69 Moundville, AL 35474; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; 02/01/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-10 |
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