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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
IL RA APPROVED 2024-11-13
FL RA APPROVED 2018-09-14
  • IL RA
    APPROVED
    Since 2024-11-13
  • FL RA
    APPROVED
    Since 2018-09-14

Branch Locations

14416 Shoreside Way Suite 140, Winter Garden, FL 34787 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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 Winter Garden FL 01/2014 Present
Craig Martin Insurance Agency Winter Garden FL 01/2014 Present
State Farm Investment Management Corp. Winter Garden FL 08/2018 Present
  • 01/2014 → Present
    State Farm Vp Management Corp
    Winter Garden, FL
  • 01/2014 → Present
    Craig Martin Insurance Agency
    Winter Garden, FL
  • 08/2018 → Present
    Winter Garden, FL
Previous Registrations
  • 2001-03-23 → 2005-05-06
    Country Trust Bank
    Yorkville, IL
Other Businesses

1) Craig Martin's Insurance Agency; Insurance Agency; Investment-related; 14416 Shoreside Way Ste 140 Winter Garden, FL 34787-4592; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees 2) Cam Property Management LLC; investment-related; 3349 Bellington Dr Orlando, FL 32835; Investment or Commercial Property; Owner; none; 1/1/2014; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-29
  • S63 Uniform Securities Agent State Law Examination
    1999-01-29
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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