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Victoria Leiann Barros Ortiz

State Farm Investment Management Corp.

Vacaville, CA

CRD 5481229

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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
AZ RA APPROVED 2024-03-27
CA RA APPROVED 2024-03-12
OR RA APPROVED 2024-03-12
  • AZ RA
    APPROVED
    Since 2024-03-27
  • CA RA
    APPROVED
    Since 2024-03-12
  • OR RA
    APPROVED
    Since 2024-03-12

Branch Locations

2050 Peabody Rd Suite 200, Vacaville, CA 95687 • 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
Victoria Barros Ortiz Insurance Agency Vacaville CA 01/2009 Present
State Farm Vp Management Corp Vacaville CA 02/2013 Present
State Farm Investment Management Corp Vacaville CA 03/2024 Present
  • 01/2009 → Present
    Victoria Barros Ortiz Insurance Agency
    Vacaville, CA
  • 02/2013 → Present
    State Farm Vp Management Corp
    Vacaville, CA
  • 03/2024 → Present
    Vacaville, CA
Other Businesses

1) Victoria Ortiz's Insurance Agency; Insurance Agency; Investment-related; 2050 Peabody Rd Ste 200 Vacaville, CA 95687-6695; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees 2) Victoria Ortiz - Property #1 (Personally Held Real Estate); investment-related; 510 McKenzie Dr Dixon, CA 95620; Investment or Commercial Property; Owner; none; 01/31/2023; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-14
  • S63 Uniform Securities Agent State Law Examination
    2013-08-14
Designations
  • Chartered Financial Consultant
Other Names
  • Vicki Barros
  • Victoria Barros
  • Victoria Barros - Ortiz

View on SEC IAPD

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