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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
1251 State Street, Suite 1000 City Line Building 3, Floor 8, Richardson, TX 75082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-15 |
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