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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Clark Insurance Agency | Mesa | AZ | 10/1999 | Present |
| State Farm Vp Management Corp. | Mesa | AZ | 10/2018 | Present |
| State Farm Investment Management Corp. | Mesa | AZ | 07/2019 | Present |
1) Kaplan Financial; Non-Investment-Related; 1319 East Julian Drive, Gilbert, AZ 85295; Teaching courses in financial planning curriculum.; Independent Contractor; 1/1/2003; No other duties; 40 HR/MO & 10 HR/MO. 2) Edward Clark's Insurance Agency; Insurance Agency; Investment-related; 3035 S Ellsworth Rd Ste 112 Mesa, AZ 85212-2137; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/1999; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-29 |
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