Matthew Kwongwai Li

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 10/2017
  State Farm Insurance
  Diamond Bar, CA
• 06/2015 → 10/2017
  State Farm Vp Management Corp
  Diamond Bar, CA
• 10/2017 → Present
  State Farm Insurance
  Glendora, CA
• 10/2017 → Present
  State Farm Vp Management Corp
  Glendora, CA
• 08/2018 → Present
  State Farm Investment Management Corp.
  Glendora, CA

Other Businesses

1) Matthew Li #1 (Personally Held Real Estate); Investment-related; 21015 Blossom Way Diamond Bar, CA 91765; Investment or Commercial Property; Owner; none; 8/1/2017; 1; 0; Duties 2) Matthew Li #2 (Personally Held Real Estate); Investment-related; 750 Arcadia Ave. #6 Arcadia, CA 91007; Investment or Commercial Property; Owner; none; 6/1/2015; 1; 0; Duties

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-11

Designations

• Chartered Financial Consultant

Other Names

• Matthew Li
• Kwongwai Li
• Kwongwai Li