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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2023-03-29 |
| NJ | RA | APPROVED | 2023-03-29 |
| NY | RA | APPROVED | 2022-08-29 |
Branch Locations
180 Varick Street Suite 1030, New York, NY 10014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | New York | NY | 08/2016 | 08/2022 |
| State Farm Insurance | Forest Hills | NY | 08/2022 | 03/2023 |
| State Farm Vp Management Corp. | Forest Hills | NY | 08/2022 | 03/2023 |
| Greg Locascio Insurance Agency | New York | NY | 03/2023 | Present |
| State Farm Vp Management Corp. | New York | NY | 03/2023 | Present |
| State Farm Investment Management Corp | New York | NY | 03/2023 | Present |
1) Greg LoCascio's Insurance Agency; Investment-related; 180 Varick Street Suite 1030 New York NY 10014; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-19 |
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