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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-08 |
| GA | RA | APPROVED | 2024-10-09 |
Branch Locations
5615 State Road 100 Unit 116, Palm Coast, FL 32164 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keith Williams Insurance Agency | Marianna | FL | 08/2011 | 04/2017 |
| State Farm Vp Management Corp. | Marianna | FL | 08/2011 | 04/2017 |
| Regions Bank | Panama City | FL | 05/2017 | 09/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2017 | 09/2019 |
| Cetera Investment Advisers Llc | Panama City | FL | 06/2017 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Panama City | FL | 09/2019 | 05/2021 |
| Bank Of America, N.A. | Panama City | FL | 09/2019 | 05/2021 |
| State Farm Vp Management Corp | Palm Coast | FL | 07/2022 | Present |
| State Farm | Port Orange | FL | 05/2021 | 10/2021 |
| Kerry Suzette Denton Insurance Agency | Palm Coast | FL | 10/2021 | Present |
| State Farm Investment Management Corp | Palm Coast | FL | 09/2022 | Present |
1) Kerry S Denton Insurance Agency; Investment-related; 5615 Highway 100, Ste,116, Palm Coast, FL 32164; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-17 |
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