Best Investors Account Sign in
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
DC RA APPROVED 2026-08-31
MD RA APPROVED 2026-08-25
VA RA APPROVED 2026-08-25
  • DC RA
    APPROVED
    Since 2026-08-31
  • MD RA
    APPROVED
    Since 2026-08-25
  • VA RA
    APPROVED
    Since 2026-08-25

Branch Locations

50 W Edmonston Dr. Ste 507, Rockville, MD 20852 • United States

656 Quince Orchard Rd. Ste 108 , Gaithersburg, MD 20878 • 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
State Farm Vp Management Corp Rockville MD 01/2016 08/2025
Kevin Ha Insurnace Agency Rockville MD 01/2016 Present
Kevin Ha Insurnace Agency Gaithersburg MD 11/2022 Present
State Farm Vp Management Corp Gaithersburg MD 11/2022 08/2025
State Farm Vp Management Corp Gaithersburg MD 08/2026 Present
State Farm Vp Management Corp Rockville MD 08/2026 Present
State Farm Investment Management Corp Gaithersburg MD 08/2026 Present
State Farm Investment Management Corp Rockville MD 08/2026 Present
  • 01/2016 → 08/2025
    State Farm Vp Management Corp
    Rockville, MD
  • 01/2016 → Present
    Kevin Ha Insurnace Agency
    Rockville, MD
  • 11/2022 → Present
    Kevin Ha Insurnace Agency
    Gaithersburg, MD
  • 11/2022 → 08/2025
    State Farm Vp Management Corp
    Gaithersburg, MD
  • 08/2026 → Present
    State Farm Vp Management Corp
    Gaithersburg, MD
  • 08/2026 → Present
    State Farm Vp Management Corp
    Rockville, MD
  • 08/2026 → Present
    Gaithersburg, MD
  • 08/2026 → Present
    Rockville, MD
Other Businesses

1) Kevin Ha Insurance Agency; Investment-related; 50 W Edmonston Dr Ste 507 Rockville, MD 20852-1292 and 656 Quince Orchard Rd Ste 108 Gaithersburg, MD 20878-1423; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2016; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-07
S63 Uniform Securities Agent State Law Examination 2015-09-18
  • S65 Uniform Investment Adviser Law Examination
    2026-08-07
  • S63 Uniform Securities Agent State Law Examination
    2015-09-18
Other Names
  • Jeong Yoon Ha
  • Kevin Jay Ha

View on SEC IAPD

More in Rockville, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor