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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
SC RA APPROVED 2024-04-09
  • SC RA
    APPROVED
    Since 2024-04-09

Branch Locations

Mt Pleasant, SC • United States

675 Saint Andrews Blvd Ste A, Charleston, SC 29407 • United States

1105 Mazzy Lane, Mt Pleasant, SC 29464 • 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
Tom Mcqueeney Insurance Agency Mt Pleasant SC 03/2013 Present
Lb Dantzler's Insurnace Agency Charleston SC 06/2023 Present
State Farm Vp Management Corp. Charleston SC 07/2023 Present
State Farm Vp Management Corp Mt Pleasant SC 07/2023 Present
State Farm Investment Management Corp Mt Pleasant SC 04/2024 Present
State Farm Investment Management Corp Charleston SC 04/2024 Present
  • 03/2013 → Present
    Tom Mcqueeney Insurance Agency
    Mt Pleasant, SC
  • 06/2023 → Present
    Lb Dantzler's Insurnace Agency
    Charleston, SC
  • 07/2023 → Present
    State Farm Vp Management Corp.
    Charleston, SC
  • 07/2023 → Present
    State Farm Vp Management Corp
    Mt Pleasant, SC
  • 04/2024 → Present
    Mt Pleasant, SC
  • 04/2024 → Present
    Charleston, SC
Other Businesses

1 ) LB Dantzler's Insurance Agency; Investment-related; Address of Agent's office; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 06/06/2023; 80; 80; Service customers. 2) Tom McQueeney Insuranc agency; Investment-related; Address of Agent's office; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/22/2013; 80; 80; Service customers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-22
S63 Uniform Securities Agent State Law Examination 2022-02-14
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2022-02-14

View on SEC IAPD

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