DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STATE FARM INVESTMENT MANAGEMENT CORP.
San Antonio, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STATE FARM INVESTMENT MANAGEMENT CORP. | Asset manager | Apr 1, 2022 | n/a | yes | San Antonio, TX | Current employment |
| STATE FARM INVESTMENT MANAGEMENT CORP. | Asset manager | Oct 17, 2018 | May 11, 2020 | no | San Antonio, TX | Previous registration |
| ADVISORS ASSET MANAGEMENT, INC. | Mixed wealth | Aug 21, 2007 | Dec 13, 2013 | no | BOERNE, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Sep 28, 2005 | Jul 12, 2007 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Apr 27, 2005 | Sep 6, 2005 | no | CIBOLO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORS ASSET MANAGEMENT, INC. | STATE FARM INVESTMENT MANAGEMENT CORP. | Dec 13, 2013 | Oct 17, 2018 | 1,769 | Firm change after gap | Other |
| USAA FINANCIAL PLANNING SERVICES | ADVISORS ASSET MANAGEMENT, INC. | Jul 12, 2007 | Aug 21, 2007 | 40 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | USAA FINANCIAL PLANNING SERVICES | Sep 6, 2005 | Sep 28, 2005 | 22 | Firm change | Other |