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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2023-06-13 |
| WA | RA | APPROVED | 2023-06-07 |
| OR | RA | APPROVED | 2022-07-27 |
Branch Locations
1827 Ne 44Th Ave Ste #305, Portland, OR 97213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimitri Kondos Insurance Agency | Milwaukie | OR | 11/2020 | 10/2022 |
| State Farm Vp Management Corp. | Milwaukie | OR | 03/2022 | 10/2022 |
| Sandin Insurance Group | Lake Oswego | OR | 07/2019 | 11/2020 |
| Kondos Insurance Agency Inc. / Dimitri Kondos Insurance Agency | Portland | OR | 07/2013 | 07/2019 |
| Bionutritionional Research Group Inc | Portland | OR | 01/2020 | 04/2020 |
| Us Event Management | Portland | OR | 12/2019 | 02/2020 |
| Digital Turf | Portland | OR | 04/2020 | 06/2020 |
| State Farm Investment Management Corp | Milwaukie | OR | 07/2022 | 10/2022 |
| State Farm Insurnace | Gresham | OR | 10/2022 | 04/2023 |
| State Farm Investment Management Corp | Gresham | OR | 10/2022 | 04/2023 |
| State Farm Vp Management Corp. | Gresham | OR | 10/2022 | 04/2023 |
| Kristopher Housh Insurance Agency | Portland | OR | 04/2023 | Present |
| State Farm Investment Management Corp | Portland | OR | 04/2023 | Present |
| State Farm Vp Management Corp | Portland | OR | 04/2023 | Present |
1) Kristopher Housh's Insurance Agency; Investment-related; 1827 NE 44th Ave Ste #305 Portland OR 97213; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; 04/01/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-25 |
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