PD
Parthiv Dandnaik
STATE FARM INVESTMENT MANAGEMENT
Detroit, MI 48209-1515
Some features on this profile are disabled
CRD#: 5013065
PD
Professional summary
Parthiv Dandnaik, who also goes by Parthiv G Dandnaik, Pd Dandnaik, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Detroit, Michigan and STATE FARM VP MANAGEMENT CORP. located in Detroit, Michigan.
Parthiv is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Parthiv has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Parthiv G Dandnaik | Pd Dandnaik
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) REDFORD SOUTH LLC; INVESTMENT-RELATED; 41450 CARMELA CT NORTHVILLE, MI 48167; INVESTMENT OR COMMERCIAL PROPERTY; OWNER-100%; 10/01/2012; IDENTIFYING PROPERTIES AND MANAAGING SALE/LEASE; 2 HRS/MTH-NONE DURING TRADING HOURS. 2) HP INVESTMENT CORP. INVESTMENT-RELATED-OWNER. 100% OWNERSHIP. 42815 LEDGEVIEW DR. NOVI, MI. 48377; INVESTMENT OR COMMERCIAL PROPERTY; DUTIES ARE EXPENSE MANAGEMENT AND RENT COLLECTION. DEVOTES 4 HOURS PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. 3) REDFORD NORTH LLC; IVESTMENT-RELATED; 41450 CARMELA CT NORTHVILLE, MI 48167; INVESTMENT OR COMMERCIAL PROPERTY; OWNER-100%; 10/01/2011; OWNER, IDENTIFYING PROPERTIES & OPPORTUNITIES; 2 HRS/MTH-NONE DURING TRADING HOURS. 4) REDFORD WEST LLC; INVESTMENT-RELATED; 41450 CARMELA CT NORTHVILLE, MI 48167; INVESTMENT OR COMMERCIAL PROPERTY; OWNER-100%; 10/01/2011; OWNER, MANAGING REAL ESTATE INVESTMENT; 2 HRS/MTH-NONE DURING TRADING HOURS. 5) JD INVESTMENT LLC; INVESTMENT-RELATED; 41450 CARMELA CT NORTHVILLE, MI 48167; INVESTMENT OR COMMERCIAL; OWNER-100%; 10/01/2011; OWNER, REAL ESTATE INVESTMENT MANAGEMENT; 2 HRS/MTH-NONE DURING TRADING HOURS. 6) REDFORD EAST LLC; NON-INVESTMENT RELATED; 41450 CARMELA CT NORTHVILLE, MI 48167; INVESTMENT OR COMMERCIAL PROPERTY; OWNER-100%; 10/01/2011; OWNER, REAL ESTATE INVESTMENT MANAGEMENT; 2 HRS/MTH-NONE DURING TRADING HOURS. 7) HP SNAP INVESTMENT LLC, NON-INVESTMENT RELATED, 41450 CARMELA CT NORTHVILLEMI 48167; INVESTMENT OR COMMERCIAL PROPERTY; PARTNER, 35%, 07/15/2014, 3HR/MO; 0HR/MO; PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT/. 8) 35150 MICHIGAN LLC, INVESTMENT-RELATED, 41450 CARMELA CT NORTHVILLE MI 48167; INVESTMENT OR COMMERCIAL PROPERTY; PARTNER, 10/31/2014, 33%,3HR/MO; 0HR/MO; MAINTENANCE COORDINATION. 9) Michigan Rental LLC; investment-related; 41450 Carmela CT, Northville, MI 48167; Investment or Commercial Property; Partner; 49%; 10/31/17; no duties; 2 hrs./mo.; 0 hrs./mo. 10) HP Snap Downriver LLC; investment-related; 41450 Carmela CT, Northville, MI 48167; investment or commercial property; Partner; 33%; 10/31/17; no duties; 2 hrs./mo.; 0 hrs./mo. 11) UVIJ Rental LLC; investment-related; 41450 Carmela CT, Northville, MI 48167; Investment or commercial property; owner; 1/15/18; 100%; Review of decisions made; 4 hrs./mo.; 0 hrs./mo. 12) HP Foreclosure Solution LLC; investment-related; 41450 Carmela CT, Northville, MI 48167; Investment or Commercial property; owner; 7/1/2021; 4; 0; none, 13) Parthiv Dandnaik's Insurance Agency; Insurance Agency; Investment-related; 24300 Joy Rd Redford, MI 48239-1216; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2007; 80; 80; Service customers and supervise employees 14) Satpurush SP Inc; investment-related; 21127 Rosewood CT, Northville, MI 48167; investment or commercial property; partner; 5/30/2022; 0; 0; none. 15) Satpurush-Lansing Inc; investment-related; 21127 Rosewood CT, Northville, MI 48167; investment or commercial property; partner; 5/30/2022; 0 ;0 ; none. 16) SPARK INVESTMENT LLC; INVESTMENT-RELATED; 41450 CARMELA CT NORTHVILLE, MI 48167; INVESTMENT OR COMMERCIAL PROPERTY; OWNER-100%; 09/30/2012; MANAGING BUILDING & PAYING EXPENSES; 2 HRS/MTH-NONE DURING TRADING HOURS. 17) Satpurush Ferndale LLC; Investment-related; 21127 Rosewood CT Northville, MI 48167; Investment or Commercial Property; Partner; 05/30/2022; 4hrs; NONE;
CRS (Client Relationship Summary) - RIA
Click below to view Parthiv Dandnaik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2020 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 7725 W Vernor Hwy, Detroit, MI 48209-1515Office #2: 24300 Joy Rd, Redford, MI 48239RIA
CRD#: 3487
Detroit, MI
Current
September 12, 2005 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 7725 W Vernor Highway, Detroit, MI 48209BD
CRD#: 43036
Detroit, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Maryland(4/18/2023)
IAR
Maryland(4/18/2023)
RR
Michigan(9/12/2005)
IAR
Michigan(6/22/2020)
RR
New Jersey(10/29/2007)
IAR
New Jersey(10/2/2024)
RR
Virginia(12/18/2007)
IAR
Virginia(10/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Detroit, MI 48209-1515TRUST BUT VERIFY
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