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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 2025-07-31
  • AZ RA
    APPROVED
    Since 2025-07-31

Branch Locations

1246 S Greenfield Rd Ste 107, Mesa, AZ 85206 • 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
Phil Borgia Insurance Agency Mesa AZ 12/2010 04/2018
State Farm Vp Management Corp Mesa AZ 12/2010 04/2018
State Farm Vp Management Corp San Tan Valley AZ 09/2014 04/2018
Phil Borgia Insurance Agency San Tan Valley AZ 09/2014 04/2018
State Farm Vp Management Corp Mesa AZ 04/2018 Present
State Farm Insurance Mesa AZ 04/2018 09/2018
Judy Helwani Insurance Agency Mesa AZ 09/2018 Present
State Farm Investment Management Corp Mesa AZ 07/2025 Present
  • 12/2010 → 04/2018
    Phil Borgia Insurance Agency
    Mesa, AZ
  • 12/2010 → 04/2018
    State Farm Vp Management Corp
    Mesa, AZ
  • 09/2014 → 04/2018
    State Farm Vp Management Corp
    San Tan Valley, AZ
  • 09/2014 → 04/2018
    Phil Borgia Insurance Agency
    San Tan Valley, AZ
  • 04/2018 → Present
    State Farm Vp Management Corp
    Mesa, AZ
  • 04/2018 → 09/2018
    State Farm Insurance
    Mesa, AZ
  • 09/2018 → Present
    Judy Helwani Insurance Agency
    Mesa, AZ
  • 07/2025 → Present
    Mesa, AZ
Other Businesses

(1) Judith A Helwani Insurance Agency; Investment-related;1246 S Greenfield Rd Ste 107 Mesa, AZ 85206-2796 ; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent09/01/2018; ; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-14
S63 Uniform Securities Agent State Law Examination 2004-06-14
  • S65 Uniform Investment Adviser Law Examination
    2025-07-14
  • S63 Uniform Securities Agent State Law Examination
    2004-06-14
Other Names
  • Judith Anne Kleinheinz-Smith
  • Judith Anne Smith
  • Judith Anne Kleinheinz
  • Judith Anne Ehnert

View on SEC IAPD

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