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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 | 2024-11-06 |
| NC | RA | APPROVED | 2024-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Denver | CO | 04/2024 | 08/2024 |
| State Farm Vp Management Corp | Denver | CO | 04/2024 | 08/2024 |
| Relias | Morrisville | NC | 03/2020 | 09/2021 |
| Carmen Ritz - State Farm Insurance Agent | Raleigh | NC | 08/2018 | 03/2020 |
| Scott Burkhard - State Farm Insurance Agent | Cornelius | NC | 05/2018 | 08/2018 |
| Sally Brooks - State Farm Insurance Agent | Mooresville | NC | 04/2017 | 08/2017 |
| North Carolina State University | Raleigh | NC | 01/2018 | 05/2020 |
| High Point University | High Point | NC | 08/2016 | 12/2016 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2017 | 05/2017 |
| Wake Technical Community College | Raleigh | NC | 08/2017 | 12/2017 |
| Relias | Morrisville | NC | 09/2021 | 06/2022 |
| Relias | Raleigh | NC | 06/2022 | 04/2024 |
| State Farm Investment Mangement Corp | Denver | CO | 04/2024 | 08/2024 |
| State Farm Insurance | Cornelius | NC | 08/2024 | 11/2024 |
| State Farm Investment Management Corp | Cornelius | NC | 08/2024 | Present |
| State Farm Vp Management Corp | Cornelius | NC | 08/2024 | Present |
| Brittany Burkhard Insurance Agency | Cornelius | NC | 11/2024 | Present |
1) Brittany Burkhard's Insurance Agency; Investment-related; 20239 N Main Street Cornelius, NC 28031; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-17 |
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