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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 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

Kyle, TX • 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 Insurance Austin TX 05/2026 08/2026
State Farm Vp Management Corp. Austin TX 05/2026 08/2026
Brad Morgan Insurance Agency Liberty Hill TX 11/2019 05/2026
Baylor College Of Medicine Houston TX 04/2017 09/2019
French Farm Houston TX 02/2017 04/2017
Texas Tech University Lubbock TX 05/2016 12/2016
State Farm Investment Management Corp Austin TX 05/2026 08/2026
State Farm Insurance Kyle TX 08/2026 Present
State Farm Investment Management Corp Kyle TX 08/2026 Present
State Farm Vp Management Corp. Kyle TX 08/2026 Present
  • 05/2026 → 08/2026
    State Farm Insurance
    Austin, TX
  • 05/2026 → 08/2026
    State Farm Vp Management Corp.
    Austin, TX
  • 11/2019 → 05/2026
    Brad Morgan Insurance Agency
    Liberty Hill, TX
  • 04/2017 → 09/2019
    Baylor College Of Medicine
    Houston, TX
  • 02/2017 → 04/2017
    French Farm
    Houston, TX
  • 05/2016 → 12/2016
    Texas Tech University
    Lubbock, TX
  • 05/2026 → 08/2026
    Austin, TX
  • 08/2026 → Present
    State Farm Insurance
    Kyle, TX
  • 08/2026 → Present
    Kyle, TX
  • 08/2026 → Present
    State Farm Vp Management Corp.
    Kyle, TX
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;5/2/2026; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-10
S63 Uniform Securities Agent State Law Examination 2026-05-26
  • S65 Uniform Investment Adviser Law Examination
    2026-07-10
  • S63 Uniform Securities Agent State Law Examination
    2026-05-26

View on SEC IAPD

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