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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-10 |
| AZ | RA | APPROVED | 2023-09-13 |
| NV | RA | APPROVED | 2023-09-05 |
| OR | RA | APPROVED | 2023-08-31 |
| CA | RA | APPROVED | 2023-08-29 |
Branch Locations
9279 Research Dr, Irvine, CA 92618 • United States
26233 Enterprise Ct Suite 110, Lake Forest, CA 92630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Irvine | CA | 02/2001 | Present |
| Steven Wang Insurance Agency | Irvine | CA | 07/2004 | Present |
| State Farm Investment Management Corp | Irvine | CA | 08/2018 | 06/2019 |
| Steven Wang Insurance Agency | Lake Forest | CA | 09/2022 | Present |
| State Farm Vp Management Corp | Lake Forest | CA | 09/2022 | Present |
| State Farm Investment Management Corp | Irvine | CA | 08/2023 | Present |
| State Farm Investment Management Corp | Lake Forest | CA | 08/2023 | Present |
1) Steven Wang's Insurance Agency; Insurance Agency; Investment-related; 9279 Research Dr Irvine, CA 92618-4286 and 20331 Lake Forest Dr c5 Lake Forest, CA 92630-8134; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2001; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-09 |
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