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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-04
  • TX RA
    APPROVED
    Since 2026-06-04

Branch Locations

1251 State Street, Suite 1000 City Line Building 3, Floor 8, Richardson, TX 75082 • 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 Investment Management Corp Richardson TX 05/2026 Present
State Farm Insurance Richardson TX 05/2026 Present
University Of Chicago Chicago IL 08/2015 12/2016
Rotella Capital Chicago IL 03/2017 05/2017
Afam Capital, Inc. Austin TX 06/2017 10/2018
Innealta Capital, Llc Austin TX 10/2018 04/2026
  • 05/2026 → Present
    Richardson, TX
  • 05/2026 → Present
    State Farm Insurance
    Richardson, TX
  • 08/2015 → 12/2016
    University Of Chicago
    Chicago, IL
  • 03/2017 → 05/2017
    Rotella Capital
    Chicago, IL
  • 06/2017 → 10/2018
    Afam Capital, Inc.
    Austin, TX
  • 10/2018 → 04/2026
    Innealta Capital, Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-15
  • S65 Uniform Investment Adviser Law Examination
    2022-10-15
Other Names
  • Alfred Zhang
  • Yuxing Zhang

View on SEC IAPD

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