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
NV RA APPROVED 2022-02-23
AZ RA APPROVED 2022-02-11
CA RA APPROVED 2019-01-01
  • NV RA
    APPROVED
    Since 2022-02-23
  • AZ RA
    APPROVED
    Since 2022-02-11
  • CA RA
    APPROVED
    Since 2019-01-01

Branch Locations

154 S Glendora Ave, West Covina, CA 91790-3038 • United States

2814 Hamner Ave, Norco, CA 92860 • 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
Samuel Genie Insurance Agency West Covina CA 11/2000 Present
State Farm Vp Management Corp West Covina CA 01/1999 Present
State Farm Vp Management Corp Norco CA 07/2016 Present
Samuel Genie Insurance Agency Norco CA 07/2016 Present
State Farm Investment Management Corp. Norco CA 08/2018 Present
State Farm Investment Management Corp. West Covina CA 08/2018 Present
  • 11/2000 → Present
    Samuel Genie Insurance Agency
    West Covina, CA
  • 01/1999 → Present
    State Farm Vp Management Corp
    West Covina, CA
  • 07/2016 → Present
    State Farm Vp Management Corp
    Norco, CA
  • 07/2016 → Present
    Samuel Genie Insurance Agency
    Norco, CA
  • 08/2018 → Present
    Norco, CA
  • 08/2018 → Present
    West Covina, CA
Other Businesses

1) Samuel Genie's Insurance Agency; Insurance Agency; Investment-related; 154 S Glendora Ave West Covina, CA 91790-3038; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/1999; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-29
S63 Uniform Securities Agent State Law Examination 2000-08-23
  • S65 Uniform Investment Adviser Law Examination
    2018-12-29
  • S63 Uniform Securities Agent State Law Examination
    2000-08-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Covina, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor