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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
FL RA APPROVED 2019-06-20
  • FL RA
    APPROVED
    Since 2019-06-20

Branch Locations

6520 4Th Street North, St Petersburg, FL 33702 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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. St. Petersburg FL 06/2016 Present
Daniel Martinez Insurance Agency St. Petersburg FL 06/2016 Present
State Farm Investment Management Corp St. Petersburg FL 08/2018 Present
  • 06/2016 → Present
    State Farm Vp Management Corp.
    St. Petersburg, FL
  • 06/2016 → Present
    Daniel Martinez Insurance Agency
    St. Petersburg, FL
  • 08/2018 → Present
    St. Petersburg, FL
Other Businesses

1) Daniel Martinez's Insurance Agency; Insurance Agency; Investment-related; 6520 4th St N St Petersburg, FL 33702; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2016; 80; 80; Service customers and supervise employees 2) Daniel Martinez - Property #1 (personally Held Real Estate); Investment Related; Dos Marianas Tower 1 Apt 2509 Fajardo, PR 00738 ; Investment or Commercial Property; Owner; 06/07/2024; 4; 0; ARBNB VBRO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-29
  • S65 Uniform Investment Adviser Law Examination
    2019-05-29
Other Names
  • Daniel Martinez

View on SEC IAPD

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