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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-14 |
| AZ | RA | APPROVED | 2023-07-13 |
Branch Locations
267 Miller Ave, Mill Valley, CA 94941 • United States
475 Stony Point Rd., Santa Rosa, CA 95401 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Mill Valley | CA | 11/2011 | 07/2019 |
| David Wong Insurance Agency | Mill Valley | CA | 11/2011 | Present |
| State Farm Investment Management Corp. | Mill Valley | CA | 08/2018 | 07/2019 |
| State Farm Investment Management Corp. | Mill Valley | CA | 04/2021 | Present |
| State Farm Vp Management Corp. | Mill Valley | CA | 04/2021 | Present |
| David Wong Insurance Agency | Santa Rosa | CA | 06/2022 | Present |
| State Farm Vp Management Corp | Santa Rosa | CA | 06/2022 | Present |
1) David Wong's Insurance Agency; Insurance Agency; Investment-related; 267 Miller Ave Mill Valley, CA 94941-2862; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2011; 80; 80; Service customers and supervise employees 2) Asian American Alliance of Marin; non-Investment-Related; 5800 Northgate Drive San Rafael CA 94903; Association/Committee/Council; Board Member; 10/01/2018; 4hrs; Sit on board. 3) Goodwill Industries of the Redwood Empire; Investment-Related; 651 Yolanda Avenue, Santa Rosa, CA 95404; Public Service- Helping people with disabilities; Director (includes sitting on Board of Directors); 06/01/2001; 3hrs; Member of the Board of Directors-Vote on policy changes and CEO recommendations- I sit on the investment committee that meets less than once a year-They invest only in Bank CDs. 4) David Wong - Property #1 (Personally Held Real Estate); Investment-Related; 267 Miller Ave Mill Valley, CA 94941; Investment or Commercial Property; Owner; 12/29/2015; 0; 0; Rent out 2 rooms in my owned State Farm office building. Both rooms have locked doors to their office and neither tenant has access to any of my State Farm business, offices in the building.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-04-22 |
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