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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2023-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Troy Hooper Insurance Agency | Cypress | TX | 11/2022 | 05/2023 |
| Lennar Mortgage | Houston | TX | 11/2020 | 11/2022 |
| Trilliant Surgical | Houston | TX | 03/2017 | 11/2020 |
| Accttwo Shared Services | Houston | TX | 01/2015 | 03/2017 |
| State Farm Insurance | Houston | TX | 05/2023 | 11/2023 |
| State Farm Vp Management Corp. | Houston | TX | 05/2023 | 11/2023 |
| State Farm Investment Management Corp | Houston | TX | 05/2023 | 11/2023 |
| State Farm Investment Management Corp | Cypress | TX | 12/2023 | Present |
| State Farm Vp Management Corp. | Cypress | TX | 12/2023 | Present |
| Kyle Jungels Insurance Agency | Cypress | TX | 12/2023 | Present |
1) Kyle Jungels' Insurance Agency; Investment-related; 10920 Fry Rd Ste 700 Cypress TX 77433; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2023; 80; 80; Service customers and supervise employees. 2) Wilde Rock Holdings LLC; Non-Investment-related; 1719 Wilde Rock Way Houston, TX 77018; Investment or Commercial Property; Owner; None; 02/01/2025; 1; 1; Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-27 |
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