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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
FL RA APPROVED 2025-10-03
NC RA APPROVED 2025-02-12
SC RA APPROVED 2023-10-06
  • FL RA
    APPROVED
    Since 2025-10-03
  • NC RA
    APPROVED
    Since 2025-02-12
  • SC RA
    APPROVED
    Since 2023-10-06

Branch Locations

Gulf Breeze, FL • United States

9970 Dorchester Rd Suite 106, Summerville, SC 29485 • 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
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
  • 12/2020 → 10/2023
    John Kizziah Insurance Agency
    Pensacola, FL
  • 03/2020 → 11/2020
    Techtronic Industries
    Philadelphia, PA
  • 11/2020 → 03/2024
    Roger Scott Tennis Center
    Pensacola, FL
  • 01/2012 → 01/2021
    Self
    State College, PA
  • 09/2022 → 01/2024
    State Farm Vp Management Corp
    Pensacola, FL
  • 10/2023 → 01/2024
    Pensacola, FL
  • 10/2023 → 01/2024
    State Farm Insurance
    Pensacola, FL
  • 01/2024 → Present
    Summerville, SC
  • 01/2024 → Present
    State Farm Vp Management Corp
    Summerville, SC
  • 01/2024 → 04/2024
    State Farm Insurance
    Summerville, SC
  • 04/2024 → Present
    Henry Gordon Insurance Agency
    Summerville, SC
Other Businesses

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

Exams
CodeExamDate
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
  • 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

View on SEC IAPD

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