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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-06-04 |
| SC | RA | APPROVED | 2024-05-17 |
| GA | RA | APPROVED | 2023-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Rex | GA | 01/2000 | Present |
| Paul James Insurance Agency | Rex | GA | 01/2001 | Present |
| State Farm Investment Management Corp | Rex | GA | 08/2023 | Present |
1) Paul James's Insurance Agency; Insurance Agency; Investment-related; 5988 Highway 42 Ste 4 Rex, GA 30273-1068; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2000; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
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