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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 |
|---|---|---|---|
| SC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
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