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Rebekah Ann Shapiro Gonzalez

State Farm Investment Management Corp.

Petaluma, CA

CRD 5329594

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-08-06
AZ RA APPROVED 2025-08-05
CA RA APPROVED 2023-06-27
  • NV RA
    APPROVED
    Since 2025-08-06
  • AZ RA
    APPROVED
    Since 2025-08-05
  • CA RA
    APPROVED
    Since 2023-06-27

Branch Locations

725 E Washington St Suite 101, Petaluma, CA 94952 • 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
Rebekah Shapiro Insurance Agency San Francisco CA 01/2010 06/2022
State Farm Vp Management Corp. San Francisco CA 01/2010 06/2019
State Farm Investment Management Corp. San Francisco CA 08/2018 05/2019
State Farm Vp Management Corp. San Francisco CA 06/2021 06/2022
Rebekah Shapiro Insurance Agency Novato CA 06/2022 04/2025
State Farm Vp Management Corp. Novato CA 06/2022 04/2025
State Farm Investment Management Corp Novato CA 06/2023 04/2025
Rebekah Shapiro Gonzalez's Insurance Agency Petaluma CA 04/2025 Present
State Farm Investment Management Corp Petaluma CA 04/2025 Present
State Farm Vp Management Corp. Petaluma CA 04/2025 Present
  • 01/2010 → 06/2022
    Rebekah Shapiro Insurance Agency
    San Francisco, CA
  • 01/2010 → 06/2019
    State Farm Vp Management Corp.
    San Francisco, CA
  • 08/2018 → 05/2019
    San Francisco, CA
  • 06/2021 → 06/2022
    State Farm Vp Management Corp.
    San Francisco, CA
  • 06/2022 → 04/2025
    Rebekah Shapiro Insurance Agency
    Novato, CA
  • 06/2022 → 04/2025
    State Farm Vp Management Corp.
    Novato, CA
  • 06/2023 → 04/2025
    Novato, CA
  • 04/2025 → Present
    Rebekah Shapiro Gonzalez's Insurance Agency
    Petaluma, CA
  • 04/2025 → Present
    Petaluma, CA
  • 04/2025 → Present
    State Farm Vp Management Corp.
    Petaluma, CA
Other Businesses

1) Rebekah Shapiro Gonzalez's Insurance Agency; Insurance Agency; Investment-related; 725 E Washington St Ste 101 Petaluma, CA 94952; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2010; 80; 80; Service customers and supervise employees. 2) Girl Scout Troop; Non-Investment Related; 2520 Center Rd Novato, CA 94947; Association/Committee/Council; Board Member; None; 07/01/2026; 10; 0; Leader of the Troop.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-22
S63 Uniform Securities Agent State Law Examination 2007-05-18
  • S65 Uniform Investment Adviser Law Examination
    2023-06-22
  • S63 Uniform Securities Agent State Law Examination
    2007-05-18
Other Names
  • Rebekah Shapiro
  • Rebekah Ann Shapiro
  • Rebekah Ann Shapiro Gonzalez

View on SEC IAPD

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