Philip Norman Mills

Current Employers

Employment History

• 06/2004 → Present
  Philip Mills Insurance Agency
  Saratoga, CA
• 08/2014 → Present
  State Farm Vp Management Corp
  Saratoga, CA
• 12/2023 → Present
  State Farm Investment Management Corp
  Saratoga, CA

Other Businesses

1) Oh, The Places, LLC; investment-related, 599 Tuscarora Drive San Jose, CA 95123; Investment or Commercial Property; It is an LLC established in the names of my wife and I in order to purchase and hold investment property specifically for our own personal use. My wife and I are the sole owners with 50% ownership each. This will not be a pass through for investments of others. This is to protect ourselves from a liability perspective. The LLC has been established but no property has yet been purchased. We are hoping to purchase an investment property within the next 30 days. This is for real estate investments, not securities investments; partner, 08/01/2015, 2hr/mo. for both. 2) Hale Ono Loa AOAO Touchstone Properties, LTC; non-investment-related; Board Member;680 Iwilei Road, Suite 777, Honolulu HI 96817; Membership/Civic/Fraternal Organization; Condo Association; 11/01/2019 ;5;0; Member of a Finance Committee, Lending/Borrowing Activities, Pay bills/Co-Signor on checking account. Sit on board meetings and conference calls to make voting decisions about projects. 3) Phil Mills's Insurance Agency; Insurance Agency; Investment-related; 14500 Big Basin Way Ste D Saratoga, CA 95070-6076; Other-Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/28/2001; 80; 80; Service customers and supervise employees. 4) Harrigan & Mills - Property #1 (Personally Held Real Estate); investment-related; 5191 Lake Blvd Lower Lake CA 95457; Renting [property; partner; 04/26/2024; 1;0; I balance the books.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-05

Designations

Other Names

• Phil Mills