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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
AZ RA APPROVED 2025-11-24
CA RA APPROVED 2023-10-12
NV RA APPROVED 2023-10-12
  • AZ RA
    APPROVED
    Since 2025-11-24
  • CA RA
    APPROVED
    Since 2023-10-12
  • NV RA
    APPROVED
    Since 2023-10-12

Branch Locations

20111 Stevens Creek Blvd Ste 138, Cupertino, CA 95014 • United States

9057B Soquel Dr Ste F, Aptos, CA 95003 • 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
Farmers Insurance Group San Jose CA 02/2003 05/2018
Farmers Financial Solutions San Jose CA 11/2008 05/2018
Preeti Sehgal Insurance Agency Cupertino CA 05/2018 Present
State Farm Vp Management Corp Cupertino CA 02/2020 04/2021
State Farm Vp Management Corp Cupertino CA 12/2021 Present
Preeti Sehgal Insurance Agency Aptos CA 05/2022 Present
State Farm Vp Management Corp Aptos CA 05/2022 Present
State Farm Investment Management Corp Aptos CA 10/2023 Present
State Farm Investment Management Corp Cupertino CA 10/2023 Present
  • 02/2003 → 05/2018
    Farmers Insurance Group
    San Jose, CA
  • 11/2008 → 05/2018
    Farmers Financial Solutions
    San Jose, CA
  • 05/2018 → Present
    Preeti Sehgal Insurance Agency
    Cupertino, CA
  • 02/2020 → 04/2021
    State Farm Vp Management Corp
    Cupertino, CA
  • 12/2021 → Present
    State Farm Vp Management Corp
    Cupertino, CA
  • 05/2022 → Present
    Preeti Sehgal Insurance Agency
    Aptos, CA
  • 05/2022 → Present
    State Farm Vp Management Corp
    Aptos, CA
  • 10/2023 → Present
    Aptos, CA
  • 10/2023 → Present
    Cupertino, CA
Other Businesses

1) Preeti Sehgal's Insurance Agency; Insurance Agency; Investment-related; 1054 S De Anza Blvd Ste 106 San Jose, CA 95129-3553 and 9057B Soquel Dr Ste F Aptos, CA 95003-4088; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2018; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-05
S63 Uniform Securities Agent State Law Examination 2022-03-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05
  • S63 Uniform Securities Agent State Law Examination
    2022-03-19
Other Names
  • Preeti Khullar
  • Preeti Sehgal
  • Preeti Sengal

View on SEC IAPD

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