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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
MI RA APPROVED 2023-10-18
  • MI RA
    APPROVED
    Since 2023-10-18

Branch Locations

Sterling Heights, MI • United States

27508 Schoolcraft Rd, Livonia, MI 48150 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pd Dandnaik Insurance Agency Redford MI 03/2016 06/2021
Pd Dandnaik Insurance Agency Sterling Heights MI 06/2021 09/2024
State Farm Vp Management Corp. Sterling Heights MI 06/2023 01/2025
State Farm Investment Management Corp Sterling Heights MI 10/2023 01/2025
State Farm Insurance Sterling Heights MI 09/2024 01/2025
Steve Patro Insurance Agency Livonia MI 02/2025 Present
State Farm Investment Management Corp Livonia MI 02/2025 Present
State Farm Vp Management Corp Livonia MI 02/2025 Present
  • 03/2016 → 06/2021
    Pd Dandnaik Insurance Agency
    Redford, MI
  • 06/2021 → 09/2024
    Pd Dandnaik Insurance Agency
    Sterling Heights, MI
  • 06/2023 → 01/2025
    State Farm Vp Management Corp.
    Sterling Heights, MI
  • 10/2023 → 01/2025
    Sterling Heights, MI
  • 09/2024 → 01/2025
    State Farm Insurance
    Sterling Heights, MI
  • 02/2025 → Present
    Steve Patro Insurance Agency
    Livonia, MI
  • 02/2025 → Present
    Livonia, MI
  • 02/2025 → Present
    State Farm Vp Management Corp
    Livonia, MI
Other Businesses

1) Steve Patro's Insurance Agency; Investment-related; 27508 Schoolcraft Rd Livonia, MI 48150; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-10
S63 Uniform Securities Agent State Law Examination 2023-08-02
  • S65 Uniform Investment Adviser Law Examination
    2023-10-10
  • S63 Uniform Securities Agent State Law Examination
    2023-08-02
Other Names
  • Steve Patros

View on SEC IAPD

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