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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
KY RA APPROVED 2019-03-12
  • KY RA
    APPROVED
    Since 2019-03-12

Branch Locations

401 E Washington St Ste C, Georgetown, KY 40324 • 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
Grant Rea Insurance Agency Georgetown KY 01/2000 Present
State Farm Vp Management Corp Georgetown KY 01/2000 Present
State Farm Investment Management Corp Georgetown KY 11/2018 Present
  • 01/2000 → Present
    Grant Rea Insurance Agency
    Georgetown, KY
  • 01/2000 → Present
    State Farm Vp Management Corp
    Georgetown, KY
  • 11/2018 → Present
    Georgetown, KY
Other Businesses

1) Grant Rea's Insurance Agency; Insurance Agency; Investment-related; 401 E Washington St Ste C Georgetown, KY 40324-2161; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2000; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-12
S63 Uniform Securities Agent State Law Examination 2000-07-14
  • S65 Uniform Investment Adviser Law Examination
    2019-03-12
  • S63 Uniform Securities Agent State Law Examination
    2000-07-14

View on SEC IAPD

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