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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-20 |
Branch Locations
995 W Lucas Rd Suite 100, Allen, TX 75002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moe's Southwest Grill - Steven Overman Franchisee | Taylors | SC | 01/2013 | 05/2018 |
| Moe's Southwest Grill - Steve Smith Franchisee | Greenville | SC | 05/2018 | 08/2020 |
| Joe Bond Insurance Agency | Greenville | SC | 08/2020 | 12/2022 |
| P.F. Chang's Chinese Bistro | Greenville | SC | 10/2015 | 10/2016 |
| Famous Toastery | Greenville | SC | 07/2017 | 10/2017 |
| State Farm Vp Management Corp. | Greenville | SC | 01/2022 | 12/2022 |
| State Farm Insurance | Taylors | SC | 12/2022 | 05/2023 |
| State Farm Vp Management Corp. | Taylors | SC | 12/2022 | 05/2023 |
| State Farm Investment Management Corp | Taylors | SC | 12/2022 | 05/2023 |
| Jaylin Stroud Insurance Agency | Allen | TX | 05/2023 | Present |
| State Farm Vp Management Corp. | Allen | TX | 05/2023 | Present |
| State Farm Investment Management Corp | Allen | TX | 05/2023 | Present |
1) Jaylin Stroud's Insurance Agency; Investment-related; 995 W Lucas Rd Unit 100 Allen, TX 75002; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-12 |
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