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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
| NC | RA | APPROVED | 2025-02-12 |
| SC | RA | APPROVED | 2023-10-06 |
Branch Locations
Gulf Breeze, FL • United States
9970 Dorchester Rd Suite 106, Summerville, SC 29485 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Kizziah Insurance Agency | Pensacola | FL | 12/2020 | 10/2023 |
| Techtronic Industries | Philadelphia | PA | 03/2020 | 11/2020 |
| Roger Scott Tennis Center | Pensacola | FL | 11/2020 | 03/2024 |
| Self | State College | PA | 01/2012 | 01/2021 |
| State Farm Vp Management Corp | Pensacola | FL | 09/2022 | 01/2024 |
| State Farm Investment Management Corp | Pensacola | FL | 10/2023 | 01/2024 |
| State Farm Insurance | Pensacola | FL | 10/2023 | 01/2024 |
| State Farm Investment Management Corp | Summerville | SC | 01/2024 | Present |
| State Farm Vp Management Corp | Summerville | SC | 01/2024 | Present |
| State Farm Insurance | Summerville | SC | 01/2024 | 04/2024 |
| Henry Gordon Insurance Agency | Summerville | SC | 04/2024 | Present |
1) Henry Gordon's Insurance Agency; Investment-related; 9970 Dorchester Rd. Ste. 106 Summerville, SC 29485; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-10 |
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