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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 | 2018-12-04 |
Branch Locations
1813 El Camino Real Ste. 7, Burlingame, CA 94010 • United States
Healdsburg, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Mangement Corp | Burlingame | CA | 03/2001 | Present |
| Rona Stefani's Insurance Agency | Burlingame | CA | 03/2001 | Present |
| State Farm Investment Management Corp | Burlingame | CA | 09/2018 | Present |
1) Rona Stefani's Insurance Agency; Insurance Agency; Investment-related; 1813 El Camino Real Ste 7 Burlingame, CA 94010-3222; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1994; 80; 80; Service customers and supervise employees 2) Rona Stefani-Property#1 (personally held real estate); investment-related; 177 N El Camino Real Apt 27 San Mateo, CA 94401; Investment or Commercial Property; Owner; none; 10/15/2019; 1; 0; Duties: Privately held rental building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
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