Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-21 |
| UT | RA | APPROVED | 2025-05-07 |
| NV | RA | APPROVED | 2025-05-06 |
| OR | RA | APPROVED | 2025-05-06 |
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
1901 Camino Vida Roble Ste 115, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Oceanside | CA | 12/2008 | 03/2025 |
| Lucas Dix Insurance Agency | Oceanside | CA | 12/2008 | 03/2025 |
| Lucas Dix Insurance Agency | Carlsbad | CA | 03/2025 | Present |
| State Farm Vp Management Corp. | Carlsbad | CA | 03/2025 | Present |
| State Farm Investment Management Corp. | Carlsbad | CA | 04/2025 | Present |
1) Lucas Dix's Insurance Agency; Insurance Agency; Investment-related; 1901 Camino Vido Roble Suite 115 Carlsbad CA 92008; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2008; 80; 80; Service customers and supervise employees 2) North Star DMC, LLC; Investment related; 780 N Star Dr Big Bear Lake, CA 92315; Investment Property; Owner; none; 1/1/2024; 2; 0; Vacation rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-30 |
Reach out to this advisor