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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
TX RA APPROVED 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

6779 W Sh 29 Suite 100, Georgetown, TX 78628 • 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
Ryan Connor Insurance Agency Georgetown TX 07/2025 Present
Brent Holtz Insurance Agency The Colony TX 08/2024 07/2025
Seeed Media Richardson TX 01/2024 05/2024
Southern Methodist University Dallas TX 02/2022 12/2023
Ubank Dallas TX 05/2022 09/2023
Southern Methodist University Dallas TX 08/2020 12/2023
Leander Independent School District Cedar Park TX 08/2007 06/2020
State Farm Vp Management Corp. Georgetown TX 09/2025 Present
State Farm Investment Management Corp Georgetown TX 08/2026 Present
  • 07/2025 → Present
    Ryan Connor Insurance Agency
    Georgetown, TX
  • 08/2024 → 07/2025
    Brent Holtz Insurance Agency
    The Colony, TX
  • 01/2024 → 05/2024
    Seeed Media
    Richardson, TX
  • 02/2022 → 12/2023
    Southern Methodist University
    Dallas, TX
  • 05/2022 → 09/2023
    Ubank
    Dallas, TX
  • 08/2020 → 12/2023
    Southern Methodist University
    Dallas, TX
  • 08/2007 → 06/2020
    Leander Independent School District
    Cedar Park, TX
  • 09/2025 → Present
    State Farm Vp Management Corp.
    Georgetown, TX
  • 08/2026 → Present
    Georgetown, TX
Other Businesses

1) Ryan Connor's Insurance Agency; Investment-related; 6779 W Sh 29 Ste 100 Georgetown, TX 78628; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member;10/23/2024; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
S63 Uniform Securities Agent State Law Examination 2025-08-04
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11
  • S63 Uniform Securities Agent State Law Examination
    2025-08-04

View on SEC IAPD

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