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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-13 |
Branch Locations
2405 N. Pearl Street Suite 10, Tacoma, WA 98406 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Tacoma | WA | 01/2000 | Present |
| Reginald Johnson Insurance Agency | Tacoma | WA | 01/2001 | Present |
| State Farm Investment Management Corp | Tacoma | WA | 03/2024 | Present |
1) Geno Morgan Foundation, non-investment-related, Treasurer; 0%; 17314 NW Camelback LN, Beaverton OR 97006, Association/Committee/Council. Give scholarships to high school students for college education, 09/15/2015, became treasurer, 3 hr./mo., 0hr/mo., 2) Elizabeth Wesley Youth Merit Incentive Award committee; non-investment-related; 10/1/18; Chairman; 0%; 2550 S Yakima Ave, Tacoma, WA 98405; Association/Committee/Council. award high school students' money; chair a subcommittee that selects award winners; 5 hrs./mo.; 0 hrs./mo. 3) Reginald Johnson's Insurance Agency; Insurance Agency; Investment-related; 2405 N Pearl St Ste 10 Tacoma, WA 98406-2575; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2000; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-05-28 |
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