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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 2023-11-07
WA RA APPROVED 2023-06-20
OR RA APPROVED 2023-03-02
  • CA RA
    APPROVED
    Since 2023-11-07
  • WA RA
    APPROVED
    Since 2023-06-20
  • OR RA
    APPROVED
    Since 2023-03-02

Branch Locations

5915 Sw Beaverton Hillsdale Hwy, Portland, OR 97221 • 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
State Farm Vp Management Corp Portland OR 10/2015 Present
Aubrey Holt Insurance Agency Portland OR 10/2015 Present
State Farm Investment Management Corp Portland OR 12/2022 Present
  • 10/2015 → Present
    State Farm Vp Management Corp
    Portland, OR
  • 10/2015 → Present
    Aubrey Holt Insurance Agency
    Portland, OR
  • 12/2022 → Present
    Portland, OR
Previous Registrations
  • 2010-01-04 → 2010-06-17
    Crowell, Weedon & Co.
    Encino, CA
  • 2004-09-08 → 2005-04-29
    Cuso Financial Services, L.P.
    Mission Viejo, CA
  • 2002-05-14 → 2004-08-19
    Banc Of America Investment Services, Inc.
    West Covina, CA
Other Businesses

1) Aubrey Holt's Insurance Agency; Insurance Agency; Investment-related; 5915 Beaverton Hillsdale Hwy Portland, OR 97221-1124; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2015; 80; 80; Service customers and supervise employees 2) Aubrey Nielsen - Property #1 (personally Held Real Estate); investment-related; 4125 SW Dosch Rd. Portland OR 97239; Investment or Commercial Property; Owner; None; 08/01/2025; 2;0; Renting out my home - income producing real estate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-20
S66 Uniform Combined State Law Examination 2009-11-18
S63 Uniform Securities Agent State Law Examination 2000-02-04
  • S65 Uniform Investment Adviser Law Examination
    2023-06-20
  • S66 Uniform Combined State Law Examination
    2009-11-18
  • S63 Uniform Securities Agent State Law Examination
    2000-02-04
Other Names
  • Aubrey Arlene Nielsen
  • Aubrey Holt
  • Aubrey Arlene Holt

View on SEC IAPD

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