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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
IN RA APPROVED 2023-09-18
KY RA APPROVED 2023-09-18
OH RA APPROVED 2023-04-17
  • IN RA
    APPROVED
    Since 2023-09-18
  • KY RA
    APPROVED
    Since 2023-09-18
  • OH RA
    APPROVED
    Since 2023-04-17

Branch Locations

Milford, OH • United States

2393 Elda Dr, Fairfield, OH 45014 • 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
Alison Taylor Insurance Agency Cincinnati OH 11/2018 03/2023
State Farm Vp Management Corp. Cincinnati OH 10/2022 03/2023
Pete Gross State Farm Insurance Agency Cincinnati OH 02/2018 11/2018
Ohio Department Of Natural Resources Cincinnati OH 04/2017 08/2017
Full Time Education Highland Heights KY 08/2017 05/2020
Unemployed Cincinnati OH 10/2012 04/2017
State Farm Insurance Milford OH 03/2023 08/2023
State Farm Vp Management Corp Milford OH 03/2023 08/2023
State Farm Investment Management Corp Milford OH 04/2023 08/2023
State Farm Investment Management Corp Fairfield OH 09/2023 Present
State Farm Vp Management Corp Fairfield OH 09/2023 Present
Dylan Woodruff Insurance Agency Fairfield OH 09/2023 Present
  • 11/2018 → 03/2023
    Alison Taylor Insurance Agency
    Cincinnati, OH
  • 10/2022 → 03/2023
    State Farm Vp Management Corp.
    Cincinnati, OH
  • 02/2018 → 11/2018
    Pete Gross State Farm Insurance Agency
    Cincinnati, OH
  • 04/2017 → 08/2017
    Ohio Department Of Natural Resources
    Cincinnati, OH
  • 08/2017 → 05/2020
    Full Time Education
    Highland Heights, KY
  • 10/2012 → 04/2017
    Unemployed
    Cincinnati, OH
  • 03/2023 → 08/2023
    State Farm Insurance
    Milford, OH
  • 03/2023 → 08/2023
    State Farm Vp Management Corp
    Milford, OH
  • 04/2023 → 08/2023
    Milford, OH
  • 09/2023 → Present
    Fairfield, OH
  • 09/2023 → Present
    State Farm Vp Management Corp
    Fairfield, OH
  • 09/2023 → Present
    Dylan Woodruff Insurance Agency
    Fairfield, OH
Other Businesses

1) Dylan Woodruff's Insurance Agency; Investment-related; 2393 Elda Dr Fairfield, OH 45014; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;9/1/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-03
S63 Uniform Securities Agent State Law Examination 2023-02-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-02-06

View on SEC IAPD

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