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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-11-23 |
Branch Locations
14763 W Cactus Rd Ste 108, Surprise, AZ 85379-7267 • United States
20250 N 59Th Ave Ste.103, Glendale, AZ 85308 • United States
9130 W Thomas Rd Suite 108, Phoenix, AZ 85037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guillermo Morales Insurance Agency | Glendale | AZ | 08/2014 | Present |
| State Farm Vp Management Corp | Glendale | AZ | 08/2014 | Present |
| Guillermo Morales Insurance Agency | Surprise | AZ | 01/2017 | Present |
| State Farm Vp Management Corp. | Surprise | AZ | 01/2017 | Present |
| State Farm Investment Management Corp | Glendale | AZ | 08/2018 | 06/2019 |
| State Farm Investment Management Corp. | Surprise | AZ | 11/2020 | Present |
| State Farm Investment Management Corp. | Glendale | AZ | 11/2020 | Present |
| State Farm Investment Management Corp. | Phoenix | AZ | 12/2024 | Present |
| Guillermo Morales Insurance Agency | Phoenix | AZ | 12/2024 | Present |
| State Farm Vp Management Corp. | Phoenix | AZ | 12/2024 | Present |
1) Guillermo W Morales Insurance Agency; Investment-related; 9130 W Thomas Rd Ste 108 Phoenix AZ 85037, 14763 W Cactus Rd Ste 108 Surprise AZ 85379 and 20250 N 59th Ave Ste 103 Glendale AZ 85308; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2011; 80; 80; Service customers and supervise employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-11 |
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