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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-23 |
| GA | RA | APPROVED | 2023-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandon Lim Insurance Agency | Suwanee | GA | 05/2020 | Present |
| State Farm Insurance | Suwanee | GA | 11/2019 | 05/2020 |
| Darcars | Rockville | MD | 01/2000 | 11/2019 |
| State Farm Vp Management Corp | Suwanee | GA | 08/2021 | Present |
| State Farm Investment Management Corp | Suwanee | GA | 05/2023 | Present |
1 ) Brandon Lim's Insurance Agency; Insurance Agency; Investment-related; 7786 McGinnis Ferry Rd Suwanee, GA 30024-1622; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2020; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-31 |
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