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Current Employers
Farmers Asset Management, Llc

30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-08
  • CA RA
    APPROVED
    Since 2026-05-08

Branch Locations

355 Pacific Street, San Luis Obispo, CA 93401 • 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
Farmers Insurance Paso Robles CA 04/1997 Present
Farmers Financial Solutions, Llc Simi Valley CA 09/2000 Present
  • 04/1997 → Present
    Farmers Insurance
    Paso Robles, CA
  • 09/2000 → Present
    Farmers Financial Solutions, Llc
    Simi Valley, CA
Other Businesses

10/2004 TREVOR MORIARTY INSURANCE AGENCY, INC., 1228 BROAD ST., SAN LUIS OBISPO, CA; INCORPORATED INSURANCE AGENCY. TREVOR MORIARTY POSITION: Owner NATURE: I own four homes that are rented to long term tenants as rental properties. Was not aware that rental property needs to be disclosed but it came up during my OSJ inspection so I am disclosing it now. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: PO Box 1647, Morro Bay CA 93443, United States DESCRIPTION: Pay mortgage, collect rent. TREVOR MORIARTY INSURANCE AGENCY, INC POSITION: Agency Owner NATURE: Broker insurance business outside of Farmers that includes FAIR Plan, Amwins, and JE Brown company appointments for brokered insurance policies. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2024 ADDRESS: San Luis Obispo CA 93401, United States DESCRIPTION: Broker insurance policies that are declined by Farmers insurance for home, auto and commercial insurance TREVOR MORIARTY INSURANCE AGENCY, INC. POSITION: Registered Representative NATURE: Farmers Agent. Moving to a new office location at 355 Pacific St. Also appointed now as a corporation and setup a new agency website. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: San Luis Obispo CA 93401, United States DESCRIPTION: Farmers Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2000-08-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2000-08-02

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