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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
6779 W Sh 29 Suite 100, Georgetown, TX 78628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-04 |
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