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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-06-25
AZ RA APPROVED 2024-02-08
OR RA APPROVED 2024-02-06
NV RA APPROVED 2024-02-05
CA RA APPROVED 2024-02-02
TX RA APPROVED 2024-02-02
  • UT RA
    APPROVED
    Since 2024-06-25
  • AZ RA
    APPROVED
    Since 2024-02-08
  • OR RA
    APPROVED
    Since 2024-02-06
  • NV RA
    APPROVED
    Since 2024-02-05
  • CA RA
    APPROVED
    Since 2024-02-02
  • TX RA
    APPROVED
    Since 2024-02-02

Branch Locations

2750 N. Bellflower Blvd #208, Long Beach, CA 90815 • United States

8022 Painter Ave, Whittier, CA 90602 • United States

Long Beach, CA • 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
State Farm Vp Management Corp Whittier CA 09/2001 Present
Cheryl Estep Insurance Agency Whittier CA 03/2003 Present
Cheryl Estep Insurance Agency Long Beach CA 01/2018 Present
State Farm Vp Management Corp. Long Beach CA 01/2018 Present
State Farm Investment Management Corp Long Beach CA 02/2024 Present
State Farm Investment Management Corp Whittier CA 02/2024 Present
  • 09/2001 → Present
    State Farm Vp Management Corp
    Whittier, CA
  • 03/2003 → Present
    Cheryl Estep Insurance Agency
    Whittier, CA
  • 01/2018 → Present
    Cheryl Estep Insurance Agency
    Long Beach, CA
  • 01/2018 → Present
    State Farm Vp Management Corp.
    Long Beach, CA
  • 02/2024 → Present
    Long Beach, CA
  • 02/2024 → Present
    Whittier, CA
Other Businesses

1) Cheryl Estep's Insurance Agency; Insurance Agency; Investment-related; 7720 Painter Ave Ste A Whittier, CA 90602-2492; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2001; 80; 80; Service customers and supervise employees 2) Cheryl Estep; non-investment-related; 10525 Humbolt St Los Alamitos CA 90740; assisting/consulting the company that purchased a former business I owned transition licensing and employee transition; Independent Contractor; 09/11/2024; 20; 4; Outsourcing Facility consulting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
S63 Uniform Securities Agent State Law Examination 2001-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24
  • S63 Uniform Securities Agent State Law Examination
    2001-06-21
Other Names
  • Cheryl Ann Oldham

View on SEC IAPD

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