Therese Annette Martinez

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers

State Farm Investment Management Corp.

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2018-08-21
CA	RA	APPROVED	2018-08-10

NV RA
APPROVED

Since 2018-08-21
CA RA
APPROVED

Since 2018-08-10

Branch Locations

El Dorado Hills, 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

Organization	City	State	From	To
State Farm Insurance	El Dorado Hills	CA	03/2013	Present
State Farm Vp Management Corp	El Dorado Hills	CA	03/2013	Present
State Farm Investment Management Corp.	El Dorado Hills	CA	08/2018	Present

03/2013 → Present

State Farm Insurance

El Dorado Hills, CA
03/2013 → Present

State Farm Vp Management Corp

El Dorado Hills, CA
08/2018 → Present

State Farm Investment Management Corp.

El Dorado Hills, CA

Other Businesses

1) Therese Martinez; non-investment related; 3068 Beatty Dr El Dorado Hills CA 95762; other; other; other; 08/08/2022; 4; 0; Reselling old clothes through Poshmark.com

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2005-08-18

S63 Uniform Securities Agent State Law Examination

2005-08-18

Designations

Chartered Financial Consultant

Other Names

Therese Kistner

View on SEC IAPD