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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
OH RA APPROVED 2019-01-29
  • OH RA
    APPROVED
    Since 2019-01-29

Branch Locations

1216 Lexington Ave, Mansfield, OH 44907 • 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
State Farm Vp Management Corp. Mansfield OH 04/1999 Present
Marc Lamoreaux Insurance Agency Mansfield OH 12/2001 Present
State Farm Investment Management Corp. Mansfield OH 01/2019 Present
  • 04/1999 → Present
    State Farm Vp Management Corp.
    Mansfield, OH
  • 12/2001 → Present
    Marc Lamoreaux Insurance Agency
    Mansfield, OH
  • 01/2019 → Present
    Mansfield, OH
Other Businesses

1) LAMOREAUX PROPERTIES LLC; 1216 LEXINGTON AVE, MANSFIELD, OH, 44907; NON-INVESTMENT-RELATED; LEGAL ENTITY CREATED TO OWN AGENCY OFFICE THAT WAS PURCHASED AND TO LIMIT LEGAL LIABILITY,OWNER, STARTED ON 7/01/05;1 HOURS MONTHLY; SECURITIES 1; DUTIES ARE OWNER/LANDLORDCONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/ CO-SIGNOR ON CHECKING ACCOUNT PAYING BILLS, DEPOSITING RENTAL CHECKS, FIXING MINOR MAINTENANCE ISSUES . 2) Marc Lamoreaux's Insurance Agency; Insurance Agency; Investment-related; 1216 Lexington Ave Mansfield, OH 44907-2615; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-21
  • S65 Uniform Investment Adviser Law Examination
    2019-02-21

View on SEC IAPD

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