Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-12
OR RA APPROVED 2025-03-05
CA RA APPROVED 2025-02-28
ID RA APPROVED 2025-02-28
  • AZ RA
    APPROVED
    Since 2025-03-12
  • OR RA
    APPROVED
    Since 2025-03-05
  • CA RA
    APPROVED
    Since 2025-02-28
  • ID RA
    APPROVED
    Since 2025-02-28

Branch Locations

680 Alamo Pintado Rd Ste 101, Solvang, CA 93463 • United States

3865 Constellation Rd Suite B, Lompoc, CA 93436 • United States

Mccall, ID • United States

Buellton, 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 Solvang CA 10/2011 Present
Julia Tipolt Insurance Agency Solvang CA 10/2011 Present
State Farm Investment Management Corp Solvang CA 08/2018 06/2019
Julia Tipolt Insurance Agency Santa Maria CA 02/2020 07/2020
State Farm Vp Management Corp Santa Maria CA 02/2020 07/2020
Julia Tipolt Insurance Agency Lompoc CA 04/2024 Present
State Farm Vp Management Corp Lompoc CA 04/2024 Present
State Farm Investment Management Corp Solvang CA 02/2025 Present
State Farm Investment Management Corp Lompoc CA 06/2025 Present
  • 10/2011 → Present
    State Farm Vp Management Corp
    Solvang, CA
  • 10/2011 → Present
    Julia Tipolt Insurance Agency
    Solvang, CA
  • 08/2018 → 06/2019
    Solvang, CA
  • 02/2020 → 07/2020
    Julia Tipolt Insurance Agency
    Santa Maria, CA
  • 02/2020 → 07/2020
    State Farm Vp Management Corp
    Santa Maria, CA
  • 04/2024 → Present
    Julia Tipolt Insurance Agency
    Lompoc, CA
  • 04/2024 → Present
    State Farm Vp Management Corp
    Lompoc, CA
  • 02/2025 → Present
    Solvang, CA
  • 06/2025 → Present
    Lompoc, CA
Other Businesses

1) Julia Tipolt's Insurance Agency; Insurance Agency; Investment-related; 680 Alamo Pintado Rd , Ste. 101 Solvang, CA 93463 and 3865 Constellation Rd., St B, Lompoc, CA 93436; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2009; 80; 80; Service customers and supervise employees 2) Julia Tipolt & Alexander Tipolt - Horse Barn Rental; Investment related; 13474 Galloway Rd Caldwell, ID 83607; Investment or Commercial Property; Owner; none; 10/23/2023; 1; 0; Duties 3) Alexander J Tipolt & Julia G Tipolt, Revocable Trust ; Investment related; 14009 Easy St McCall, ID 83638; Investment or Commercial Property; Owner; none; 9/25/2020; 1; 0; Duties 4) The Alexander J Tipolt & Julia G Tipolt Revocable Trust; Non-Investment Related; 680 Alamo Pintado Rd Suite 101 Solvang, CA 93463; Other; Other; None; 07/28/2026; 0; 0; None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-19
S63 Uniform Securities Agent State Law Examination 2003-03-15
  • S65 Uniform Investment Adviser Law Examination
    2025-02-19
  • S63 Uniform Securities Agent State Law Examination
    2003-03-15
Other Names
  • Julie Grace Swan

View on SEC IAPD

More in Solvang, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor