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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-10 |
Branch Locations
3636 Camino Del Rio N #230, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | San Diego | CA | 01/2000 | Present |
| Wendy Phillips Insurance Agency | San Diego | CA | 04/2001 | Present |
| State Farm Investment Management Corp | San Diego | CA | 09/2018 | 06/2019 |
| State Farm Investment Management Corp | San Diego | CA | 07/2023 | Present |
1) Wendy Phillips's Insurance Agency; Insurance Agency; Investment-related; 3636 Camino Del Rio N Ste 230 San Diego, CA 92108-1700; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2000; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-29 |
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