This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STATE FARM INVESTMENT MANAGEMENT CORP.

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 16, 2020

First registration

May 9, 2024

Dual registered

yes, broker-dealer

Other names

Matthew Joseph Swartz

IAPD individual key

7175440

• Occurred

  Sep 30, 2025
  Advisor changed firm

  Matthew Swartz left Intelligent Wealth Solutions Llc for State Farm Investment Management Corp. (registered 2025-10-10)

  Form ADVobserved 6 days ago
• Occurred

  Sep 30, 2025
  Advisor changed firm

  Matthew Swartz left Waterloo Capital for Intelligent Wealth Solutions Llc (registered 2024-05-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d4ea3c0-63e9-6b56-36f5-e344fe905a18

First observed

May 9, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.