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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| NM | RA | APPROVED | 2022-06-01 |
| TX | RA | APPROVED | 2022-05-31 |
Branch Locations
273 N Dallas Ave Ste A, Van Alstyne, TX 75495-4383 • United States
Allen, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Rodriguez Insurance Agency | Van Alstyne | TX | 06/2021 | Present |
| State Farm Vp Management Corp | Van Alstyne | TX | 01/2022 | Present |
| State Farm Insurance | Richardson | TX | 11/2015 | 11/2018 |
| State Farm Insurance | Richardson | TX | 12/2018 | 01/2021 |
| State Farm Insurance | Allen | TX | 01/2021 | 05/2021 |
| State Farm Investment Management Corp | Van Alstyne | TX | 05/2022 | Present |
1) David Rodriguez's Insurance Agency; Investment-related; 273 N Dallas Ave Ste A Van Alstyne, TX 75495-4383; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-10 |
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