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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 2018-10-09
  • OH RA
    APPROVED
    Since 2018-10-09

Branch Locations

4219 W. 210Th St, Fairview Park, OH 44126 • United States

13117 Prospect Dr, Strongsville, OH 44149 • 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 Fairview Park OH 12/1999 Present
Garrett Estes Insurance Agency Fairview Park OH 12/2001 Present
Garrett Estes Insurance Agency Willoughby OH 12/2013 Present
State Farm Vp Management Corp Willoughby OH 12/2013 Present
State Farm Investment Management Corp Fairview Park OH 10/2018 Present
Garrett Estes Insurance Agency Strongsville OH 08/2023 12/2024
State Farm Vp Management Corp Strongsville OH 08/2023 12/2024
State Farm Investment Management Corp Willoughby OH 10/2018 Present
  • 12/1999 → Present
    State Farm Vp Management Corp
    Fairview Park, OH
  • 12/2001 → Present
    Garrett Estes Insurance Agency
    Fairview Park, OH
  • 12/2013 → Present
    Garrett Estes Insurance Agency
    Willoughby, OH
  • 12/2013 → Present
    State Farm Vp Management Corp
    Willoughby, OH
  • 10/2018 → Present
    Fairview Park, OH
  • 08/2023 → 12/2024
    Garrett Estes Insurance Agency
    Strongsville, OH
  • 08/2023 → 12/2024
    State Farm Vp Management Corp
    Strongsville, OH
  • 10/2018 → Present
    Willoughby, OH
Other Businesses

1) CENTER RIDGE PROFESSIONAL PLAZA, 34100 CENTER RIDGE NORTH RIDGVILLE OH 44039, COMMERICAL OFFICE LEASING, PARTNER, 05/16/2014, 25% OWNERSHIP, 5HR/MO; 0HR/MO; NONE. CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT 2) Edgerock Property Group; investment related; 203 Walden Ridge Dr, Hinckley, OH 44233; Buying and Selling homes for remodel and sale and held for rental; Partner 25%; 12/1/17; 10 hrs./mo.; 0 hrs./mo. 3) Lake Woody prosperities LLC; investment related; 31747 leeward court, Avon Lake, oh 44012; investment or commercial property; owner; 10/20/2020; 2; 0; none. 4) Garrett Estes's Insurance Agency; Insurance Agency; Investment-related; 4219 W 210th St Fairview Park, OH 44126-1501; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/1999; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-05
  • S65 Uniform Investment Adviser Law Examination
    2019-02-05
Other Names
  • Gary Estes
  • Garrett Cryille Estes

View on SEC IAPD

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