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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 2018-08-16
  • CA RA
    APPROVED
    Since 2018-08-16

Branch Locations

1000 Broadway Suite 200H, Oakland, CA 94607 • 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
Maria Wong Insurance Agency Oakland CA 02/1988 Present
State Farm Vp Management Corp. Oakland CA 03/1998 Present
State Farm Investment Management Corp. Oakland CA 08/2018 Present
  • 02/1988 → Present
    Maria Wong Insurance Agency
    Oakland, CA
  • 03/1998 → Present
    State Farm Vp Management Corp.
    Oakland, CA
  • 08/2018 → Present
    Oakland, CA
Other Businesses

1) Maria Wong's Insurance Agency; Insurance Agency; Investment-related; 1000 Broadway # 200H Oakland, CA 94607-4099; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/1988; 80; 80; Service customers and supervise employees 2) T CHAN AND M WONG FAMILY TRUST; investment-related; 897 RUTH DR Pleasant Hill, CA 94523; Investment or Commercial Property; Owner; none; 5/1/2024; 1; 0; Duties: Privately held rental building

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-10
  • S63 Uniform Securities Agent State Law Examination
    2000-08-10
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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