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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-08
  • TX RA
    APPROVED
    Since 2022-11-08

Branch Locations

2815 N Loop 1604 E Ste 109, San Antonio, TX 78232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Travis Slaydon Insurance Agency San Antonio TX 12/2020 05/2023
Tgs Hse Services Llc San Antonio TX 06/2017 12/2020
State Farm Vp Management Corp. San Antonio TX 12/2021 Present
Orion Drilling Company Corpus Christi TX 03/2014 05/2017
State Farm Investment Management Corp San Antonio TX 11/2022 Present
State Farm Insurance San Antonio TX 05/2023 09/2023
Thomas Specia Insurance Agency San Antonio TX 09/2023 Present
  • 12/2020 → 05/2023
    Travis Slaydon Insurance Agency
    San Antonio, TX
  • 06/2017 → 12/2020
    Tgs Hse Services Llc
    San Antonio, TX
  • 12/2021 → Present
    State Farm Vp Management Corp.
    San Antonio, TX
  • 03/2014 → 05/2017
    Orion Drilling Company
    Corpus Christi, TX
  • 11/2022 → Present
    San Antonio, TX
  • 05/2023 → 09/2023
    State Farm Insurance
    San Antonio, TX
  • 09/2023 → Present
    Thomas Specia Insurance Agency
    San Antonio, TX
Other Businesses

1) Thomas Specia's Insurance Agency; Investment-related; 2815 N Loop 1604 E Ste 109 San Antonio TX 78232; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2023; 80; 80; Service customers and supervise employees 2) T Specia Properties, LLC; Investment-related; 334 Irvington Dr San Antonio, TX 78209; Investment Property; Owner; none; 7/22/2023; 1; 0; LLC was formed specifically to purchase residential and commercial properties for personal investment.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-25
S63 Uniform Securities Agent State Law Examination 2022-08-23
  • S65 Uniform Investment Adviser Law Examination
    2022-10-25
  • S63 Uniform Securities Agent State Law Examination
    2022-08-23

View on SEC IAPD

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