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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
FL RA APPROVED 2024-12-11
  • FL RA
    APPROVED
    Since 2024-12-11

Branch Locations

Boca Raton, FL • 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
Ryan Bradley Insurance Agency Jupiter FL 06/2024 05/2026
State Farm Vp Management Corp. Jupiter FL 06/2024 05/2026
Chris Mccafferty Insurance Agency Deerfield Beach FL 08/2018 05/2026
Student Boca Raton FL 06/2014 05/2022
State Farm Investment Management Corp Jupiter FL 10/2024 05/2026
State Farm Investment Management Corp Boca Raton FL 05/2026 Present
State Farm Vp Management Corp. Boca Raton FL 05/2026 Present
State Farm Insurance Boca Raton FL 05/2026 Present
  • 06/2024 → 05/2026
    Ryan Bradley Insurance Agency
    Jupiter, FL
  • 06/2024 → 05/2026
    State Farm Vp Management Corp.
    Jupiter, FL
  • 08/2018 → 05/2026
    Chris Mccafferty Insurance Agency
    Deerfield Beach, FL
  • 06/2014 → 05/2022
    Student
    Boca Raton, FL
  • 10/2024 → 05/2026
    Jupiter, FL
  • 05/2026 → Present
    Boca Raton, FL
  • 05/2026 → Present
    State Farm Vp Management Corp.
    Boca Raton, FL
  • 05/2026 → Present
    State Farm Insurance
    Boca Raton, FL
Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 5/9/2026; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-08
  • S65 Uniform Investment Adviser Law Examination
    2024-10-08

View on SEC IAPD

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