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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-16 |
Branch Locations
12121 Scripps Summit Dr #100, San Diego, CA 92131 • United States
San Diego, CA • United States
3636 Camino Del Rio N #230, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wendy Phillips Insurance Agency | San Diego | CA | 03/2024 | Present |
| State Farm Vp Management Corp | San Diego | CA | 05/2024 | Present |
| Renee Murphy Insurance Agency | San Diego | CA | 06/2017 | Present |
| Dave Murphy Insurance Agency | San Diego | CA | 06/2017 | Present |
| James Cassady Insurance Agency | Santee | CA | 08/2016 | 05/2017 |
| State Farm Investment Management Corp | San Diego | CA | 01/2025 | Present |
1) Wendy Phillips' Insurance Agency; Investment-related; 3636 Camino Del Rio N Ste 230 San Diego CA 92108; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 06/15/2017; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-05 |
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