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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 | 2024-02-05 |
Branch Locations
4040 E Camelback Rd Ste 275, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Soukup Insurance Agency | Phoenix | AZ | 11/2018 | Present |
| State Farm | Phoenix | AZ | 01/2015 | 11/2018 |
| State Farm Vp Management Corp. | Phoenix | AZ | 12/2023 | Present |
| State Farm Investment Management Corp | Phoenix | AZ | 12/2023 | Present |
1) James Soukup's Insurance Agency; Investment-related; 4040 E Camelback Rd Ste 275 Phoenix, AZ 85018; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;11/01/2018; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-09 |
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