Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-23 |
| IL | RA | APPROVED | 2024-10-23 |
| AZ | RA | APPROVED | 2023-10-17 |
| NV | RA | APPROVED | 2023-10-12 |
| OR | RA | APPROVED | 2023-10-12 |
| CA | RA | APPROVED | 2023-10-10 |
Branch Locations
4010 Palos Verdes Dr N Ste 103, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Rolling Hills Estates | CA | 12/2008 | Present |
| Suzanne Zimmerman Insurance Agency | Rolling Hills Estates | CA | 12/2008 | Present |
| State Farm Investment Management Corp. | Rolling Hills Estates | CA | 08/2018 | 08/2019 |
| State Farm Investment Management Corp. | Rolling Hills Estates | CA | 10/2023 | Present |
1) Suzanne Zimmerman's Insurance Agency; Insurance Agency; Investment-related; 4010 Palos Verdes Dr N Ste 103 Rolling Hls Est, CA 90274-2567; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2008; 80; 80; Service customers and supervise employees 2) Palos Verdes Peninsula Rotary; Non-investment-related; P.O. Box 294 Palos Verdes Estates CA 90274; Membership/Civic/Fraternal Organization; Board Member; None; 07/01/2023; 4; 0; Rotary Club is a service organization - we raise funds for scholarships and work on community service projects 3) Palos Verdes Peninsula Chamber of Commerce; non-investment-related; 4040 Palos Verdes Dr N Ste 205 Rolling Hills Est., CA 90274; Membership/Civic/Fraternal Organization; Board Member; none; 1/1/2024; 6; 1; Supports local business 4) Rotary Club of Palos Verdes Peninsula Foundation; Non-Investment related; P.O. Box 296 Palos Verdes Estates, CA 90274; Other; Board Member; 07/01/2024; 1; 0; Oversight of the Rotary Foundation - review and approval of grant requests, disbursement of funds for scholarships and other community projects 5) Lomita Sheriff Station Foundation; Non-Investment Related; 24822 Narbonne Ave Lomita, CA 90717; Public Service; Board Member; None; 04/01/2025; 2; 0; support local fundraising efforts such as annual gala and golf tournament - locate sponsors, attend event, help organize. 6) Suzanne Zimmerman - Property #1 (personally Held Real Estate); investment related; 294 Cheyenne Dr, Paso Robles, CA 93446; Investment or Commercial Property; Owner; None; 04/26/2021; 0;0; Individual Held Real Estate. 7) Palos Verdes Peninsula Rotary Foundation; Non-investment-related; 904 Silver Spur Rd #270 Rolling Hills Est. CA. 90274; Membership/Civic/Fraternal Organization; Director (includes sitting on Board of Directors); Secretary; 01/01/2026; 1;0; Rotary Foundation receives and reviews grant requests
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
Reach out to this advisor