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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
NC RA APPROVED 2026-01-08
FL RA APPROVED 2025-07-24
GA RA APPROVED 2025-07-11
  • NC RA
    APPROVED
    Since 2026-01-08
  • FL RA
    APPROVED
    Since 2025-07-24
  • GA RA
    APPROVED
    Since 2025-07-11

Branch Locations

123 City Smitty Dr, Saint Marys, GA 31558-8908 • 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 No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Angel Hall Insurance Agency Palm Coast FL 01/2018 05/2025
Todd Perry Insurance Agency Edgewater FL 01/2017 12/2017
Diane Freeman Insurance Agency Edgewater FL 12/2013 12/2016
State Farm Vp Management Corp Palm Coast FL 06/2023 07/2025
State Farm Investment Management Corp Palm Coast FL 05/2025 07/2025
State Farm Insurance Palm Coast FL 05/2025 07/2025
State Farm Insurance St Mary'S GA 07/2025 11/2025
State Farm Investment Management Corp St Mary'S GA 07/2025 Present
State Farm Vp Management Corp St Mary'S GA 07/2025 Present
Nancy Dean Insurance Agency St Mary'S GA 11/2025 Present
  • 01/2018 → 05/2025
    Angel Hall Insurance Agency
    Palm Coast, FL
  • 01/2017 → 12/2017
    Todd Perry Insurance Agency
    Edgewater, FL
  • 12/2013 → 12/2016
    Diane Freeman Insurance Agency
    Edgewater, FL
  • 06/2023 → 07/2025
    State Farm Vp Management Corp
    Palm Coast, FL
  • 05/2025 → 07/2025
    Palm Coast, FL
  • 05/2025 → 07/2025
    State Farm Insurance
    Palm Coast, FL
  • 07/2025 → 11/2025
    State Farm Insurance
    St Mary'S, GA
  • 07/2025 → Present
    St Mary'S, GA
  • 07/2025 → Present
    State Farm Vp Management Corp
    St Mary'S, GA
  • 11/2025 → Present
    Nancy Dean Insurance Agency
    St Mary'S, GA
Other Businesses

1) Nancy Dean's Insurance Agency; Investment-related; 123 City Smitty Dr Saint Marys, GA 31558-8908; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2025-03-29
  • S65 Uniform Investment Adviser Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2025-03-29
Other Names
  • Nancy Susanne Belo
  • Nancy Susanne Jones

View on SEC IAPD

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