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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
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
  • CO RA
    APPROVED
    Since 2024-10-23
  • IL RA
    APPROVED
    Since 2024-10-23
  • AZ RA
    APPROVED
    Since 2023-10-17
  • NV RA
    APPROVED
    Since 2023-10-12
  • OR RA
    APPROVED
    Since 2023-10-12
  • CA RA
    APPROVED
    Since 2023-10-10

Branch Locations

4010 Palos Verdes Dr N Ste 103, Rolling Hills Estates, CA 90274 • 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 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
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-03
  • S63 Uniform Securities Agent State Law Examination
    2007-08-03
Designations
Other Names
  • Suzanne Erika Lohnert
  • Suzy Zimmerman

View on SEC IAPD

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