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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
NV RA APPROVED 2026-08-26
TX RA APPROVED 2023-06-12
  • NV RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED
    Since 2023-06-12

Branch Locations

10920 Fry Rd Ste 700, Cypress, TX 77433 • 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
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
  • 11/2022 → 05/2023
    Troy Hooper Insurance Agency
    Cypress, TX
  • 11/2020 → 11/2022
    Lennar Mortgage
    Houston, TX
  • 03/2017 → 11/2020
    Trilliant Surgical
    Houston, TX
  • 01/2015 → 03/2017
    Accttwo Shared Services
    Houston, TX
  • 05/2023 → 11/2023
    State Farm Insurance
    Houston, TX
  • 05/2023 → 11/2023
    State Farm Vp Management Corp.
    Houston, TX
  • 05/2023 → 11/2023
    Houston, TX
  • 12/2023 → Present
    Cypress, TX
  • 12/2023 → Present
    State Farm Vp Management Corp.
    Cypress, TX
  • 12/2023 → Present
    Kyle Jungels Insurance Agency
    Cypress, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-10
S63 Uniform Securities Agent State Law Examination 2023-05-27
  • S65 Uniform Investment Adviser Law Examination
    2023-06-10
  • S63 Uniform Securities Agent State Law Examination
    2023-05-27

View on SEC IAPD

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