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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-14 |
| PA | RA | APPROVED | 2024-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baltimore Police Department | Baltimore | MD | 04/2001 | 06/2024 |
| State Farm Insurance | Seven Valleys | PA | 07/2024 | 12/2024 |
| State Farm Vp Management Corp | Seven Valleys | PA | 07/2024 | 12/2024 |
| State Farm Investment Management Corp | Seven Valleys | PA | 07/2024 | 12/2024 |
| Dan Martin Insurance Agency | Dallastown | PA | 01/2025 | Present |
| State Farm Vp Management Corp | Dallastown | PA | 01/2025 | Present |
| State Farm Investment Management Corp | Dallastown | PA | 01/2025 | Present |
1) Dan Martin Insurance Agency; Investment-related; 238 W Main St Dallastown, PA 17313-2012; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2025; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-29 |
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