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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-27 |
| SC | RA | APPROVED | 2022-08-31 |
Branch Locations
566 Spears Creek Church Rd Ste 108, Elgin,, SC 29045-8128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chuck Nash Insurance Agency | Camden | SC | 05/2020 | 06/2022 |
| University Of South Carolina | Columbia | SC | 08/2014 | 06/2018 |
| Pediatric Associates | Columbia | SC | 02/2019 | 03/2020 |
| Unemployed | Columbia | SC | 02/2020 | 05/2020 |
| State Farm Vp Management Corp | Camden | SC | 03/2022 | 06/2022 |
| Unemployed | Camden | SC | 06/2018 | 02/2019 |
| State Farm Vp Management Corp. | Columbia | SC | 06/2022 | 01/2023 |
| State Farm Insurance | Columbia | SC | 06/2022 | 01/2023 |
| State Farm Investment Management Corp | Columbia | SC | 08/2022 | 01/2023 |
| Charlie Nash Insurance Agency | Elgin | SC | 01/2023 | Present |
| State Farm Investment Management Corp | Elgin | SC | 01/2023 | Present |
| State Farm Vp Management Corp. | Elgin | SC | 02/2023 | Present |
1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 6/18/2022; 80; 80; Service customers 2) Charlie Nash Insurance Agency LLC; Investment Related; 566 Spears Creek Church Rd Ste 108 Elgin, SC 29045; Investment or Commercial Property; Owner; President; 07/01/2023; None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-30 |
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