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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
DE RA APPROVED 2025-12-26
MD RA APPROVED 2025-12-26
PA RA APPROVED 2025-12-26
NJ RA APPROVED 2025-11-18
  • DE RA
    APPROVED
    Since 2025-12-26
  • MD RA
    APPROVED
    Since 2025-12-26
  • PA RA
    APPROVED
    Since 2025-12-26
  • NJ RA
    APPROVED
    Since 2025-11-18

Branch Locations

Mount Laurel, NJ • 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
Cvs Pharmacy Bensalem PA 04/2013 04/2019
Horizon Blue Cross & Blue Shield Of Nj Mount Laurel NJ 06/2019 01/2023
Integrated Pharmacy Solutions Melrose MA 02/2023 06/2025
State Farm Insurance Mount Laurel NJ 10/2025 Present
Cgs Consulting Mount Laurel NJ 01/2020 10/2025
State Farm Vp Management Corp Mount Laurel NJ 10/2025 Present
State Farm Investment Management Corp Mount Laurel NJ 10/2025 Present
  • 04/2013 → 04/2019
    Cvs Pharmacy
    Bensalem, PA
  • 06/2019 → 01/2023
    Horizon Blue Cross & Blue Shield Of Nj
    Mount Laurel, NJ
  • 02/2023 → 06/2025
    Integrated Pharmacy Solutions
    Melrose, MA
  • 10/2025 → Present
    State Farm Insurance
    Mount Laurel, NJ
  • 01/2020 → 10/2025
    Cgs Consulting
    Mount Laurel, NJ
  • 10/2025 → Present
    State Farm Vp Management Corp
    Mount Laurel, NJ
  • 10/2025 → Present
    Mount Laurel, NJ
Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 10/11/2025; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
S63 Uniform Securities Agent State Law Examination 2025-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17
  • S63 Uniform Securities Agent State Law Examination
    2025-10-30

View on SEC IAPD

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