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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
TX RA APPROVED 2023-11-13
  • TX RA
    APPROVED
    Since 2023-11-13

Branch Locations

1509 S. University Dr Suite 206, Fort Worth, TX 76107 • 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
State Farm Insurance Grapevine TX 11/2023 04/2024
State Farm Vp Management Corp. Grapevine TX 11/2023 04/2024
Targa Resources Southlake TX 06/2021 Present
Targa Resources Southlake TX 08/2017 05/2021
Targa Resources Houston TX 01/2017 07/2017
Lowe's Home Improvement Bryan TX 09/2014 12/2016
Texas A&M University College Station TX 06/2015 12/2016
Prime Time Baseball Katy TX 02/2017 07/2017
Fort Worth Texans Baseball Coach Fort Worth TX 01/2019 05/2021
State Farm Investment Management Corp Grapevine TX 11/2023 04/2024
Jeffrey Sealy Insurance Agency Fort Worth TX 05/2024 Present
State Farm Investment Management Corp Fort Worth TX 05/2024 Present
State Farm Vp Management Corp. Fort Worth TX 05/2024 Present
  • 11/2023 → 04/2024
    State Farm Insurance
    Grapevine, TX
  • 11/2023 → 04/2024
    State Farm Vp Management Corp.
    Grapevine, TX
  • 06/2021 → Present
    Targa Resources
    Southlake, TX
  • 08/2017 → 05/2021
    Targa Resources
    Southlake, TX
  • 01/2017 → 07/2017
    Targa Resources
    Houston, TX
  • 09/2014 → 12/2016
    Lowe's Home Improvement
    Bryan, TX
  • 06/2015 → 12/2016
    Texas A&M University
    College Station, TX
  • 02/2017 → 07/2017
    Prime Time Baseball
    Katy, TX
  • 01/2019 → 05/2021
    Fort Worth Texans Baseball Coach
    Fort Worth, TX
  • 11/2023 → 04/2024
    Grapevine, TX
  • 05/2024 → Present
    Jeffrey Sealy Insurance Agency
    Fort Worth, TX
  • 05/2024 → Present
    Fort Worth, TX
  • 05/2024 → Present
    State Farm Vp Management Corp.
    Fort Worth, TX
Other Businesses

1) Jeffrey Sealy's Insurance Agency; Investment-related; 1509 S. University Dr Suite 206 Fort Worth, TX 76107; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2024; 80; 80; Service customers and supervise employees 2) NVNG OpCo LLC; non investment related; 710 Premier PL Grapevine TX 76051; Established for purpose of running Agency activities through the LLC such as, Banking, Business Lines of Credit, Lease; Owner; 05/29/2023; 0;0. 3) E Squared Sports LLC dba NTX Trailblazers; NOT investment-related; 6225 East Highway 114 Rhome, TX 76078; Other; Independent Contractor; none; 2/24/2024; 16; 0; Duties: Baseball Coach

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-12
S65 Uniform Investment Adviser Law Examination 2023-07-24
  • S63 Uniform Securities Agent State Law Examination
    2023-08-12
  • S65 Uniform Investment Adviser Law Examination
    2023-07-24

View on SEC IAPD

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