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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 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-01

Branch Locations

5206 Irvington Blvd Suite D, Houston, TX 77009 • United States

Houston, TX • 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
Al Johnson State Farm Insurance Agency Pearland TX 05/2020 09/2024
State Farm Vp Management Corp. Pearland TX 03/2024 09/2024
University Of Houston-Main Campus Houston TX 08/2017 08/2021
Jersey Village High School Jersey Village TX 08/2014 05/2017
State Farm Insurance Houston TX 09/2024 02/2025
State Farm Investment Management Corp, Houston TX 09/2024 Present
State Farm Vp Management Houston TX 09/2024 Present
Overton Ray's Insurance Agency Houston TX 02/2025 Present
  • 05/2020 → 09/2024
    Al Johnson State Farm Insurance Agency
    Pearland, TX
  • 03/2024 → 09/2024
    State Farm Vp Management Corp.
    Pearland, TX
  • 08/2017 → 08/2021
    University Of Houston-Main Campus
    Houston, TX
  • 08/2014 → 05/2017
    Jersey Village High School
    Jersey Village, TX
  • 09/2024 → 02/2025
    State Farm Insurance
    Houston, TX
  • 09/2024 → Present
    Houston, TX
  • 09/2024 → Present
    State Farm Vp Management
    Houston, TX
  • 02/2025 → Present
    Overton Ray's Insurance Agency
    Houston, TX
Other Businesses

1) Overton Ray's Insurance Agency; Investment-related; 5206 Irvington Blvd Suite D Houston, TX 77009; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2024-07-15
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2024-07-15

View on SEC IAPD

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