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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
CA RA APPROVED 2023-05-11
  • CA RA
    APPROVED
    Since 2023-05-11

Branch Locations

1029 S Garfield Avenue, Alhambra, CA 91801 • 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
Merbert Hsu Insurance Agency Alhambra CA 03/1984 Present
State Farm Vp Management Corp. Alhambra CA 02/1998 Present
State Farm Investment Management Corp Alhambra CA 05/2023 Present
  • 03/1984 → Present
    Merbert Hsu Insurance Agency
    Alhambra, CA
  • 02/1998 → Present
    State Farm Vp Management Corp.
    Alhambra, CA
  • 05/2023 → Present
    Alhambra, CA
Other Businesses

1) Merbert Hsu's Insurance Agency; Insurance Agency; Investment-related; 1029 S Garfield Ave Alhambra, CA 91801-4710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/1984; 80; 80; Service customers and supervise employees. 2) Merbert Hsu - Property #1 (Personally Held Real Estate); Investment-Related; 85 E commonwealth Ave., #3C Alhambra, CA 91801; Investment or Commercial Property; Owner; 07/01/2023; 1; 0; Rental property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-29
S63 Uniform Securities Agent State Law Examination 2000-08-16
  • S65 Uniform Investment Adviser Law Examination
    2023-04-29
  • S63 Uniform Securities Agent State Law Examination
    2000-08-16

View on SEC IAPD

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