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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-13
  • CA RA
    APPROVED
    Since 2024-03-13

Branch Locations

9028 Franklin Blvd Suite 150, Elk Grove, CA 95758 • United States

Elk Grove, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Managment Corp Elk Grove CA 07/2022 Present
Leslie Sategna Insurance Agency Elk Grove CA 10/2017 Present
State Farm Insurance Company Elk Grove CA 05/2017 10/2017
Enterprise Rent A Car Roseville CA 03/2010 05/2017
State Farm Investment Management Corp Elk Grove CA 03/2024 Present
  • 07/2022 → Present
    State Farm Vp Managment Corp
    Elk Grove, CA
  • 10/2017 → Present
    Leslie Sategna Insurance Agency
    Elk Grove, CA
  • 05/2017 → 10/2017
    State Farm Insurance Company
    Elk Grove, CA
  • 03/2010 → 05/2017
    Enterprise Rent A Car
    Roseville, CA
  • 03/2024 → Present
    Elk Grove, CA
Other Businesses

1) Leslie Sategna Insurance Agency; Investment-related; 9028 Franklin Blvd, Ste 150, Elk Grove, CA 95758; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2017; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-24
  • S63 Uniform Securities Agent State Law Examination
    2022-08-24
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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