Julie Sumiki

Current Employers

State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-01-21
NV	RA	APPROVED	2026-01-16
CA	RA	APPROVED	2026-01-14
OR	RA	APPROVED	2026-01-14

AZ RA
APPROVED

Since 2026-01-21
NV RA
APPROVED

Since 2026-01-16
CA RA
APPROVED

Since 2026-01-14
OR RA
APPROVED

Since 2026-01-14

Branch Locations

3763 Castro Valley Blvd, Castro Valley, CA 94546 • 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

Organization	City	State	From	To
State Farm Vp Management Corp	Castro Valley	CA	05/2014	09/2025
Julie Sumiki Insurance Agency	Castro Valley	CA	05/2014	Present
State Farm Vp Management Corp	Castro Valley	CA	01/2026	Present
State Farm Investment Management Corp	Castro Valley	CA	01/2026	Present

05/2014 → 09/2025

State Farm Vp Management Corp

Castro Valley, CA
05/2014 → Present

Julie Sumiki Insurance Agency

Castro Valley, CA
01/2026 → Present

State Farm Vp Management Corp

Castro Valley, CA
01/2026 → Present

State Farm Investment Management Corp

Castro Valley, CA

Other Businesses

1) Julie Sumiki's Insurance Agency; Investment-related; 3763 Castro Valley Blvd Castro Valley, CA 94546; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2014; 80; 80; Service customers and supervise employees 2) Business Networking International San Francisco Bay; NON-investment related; PMB 301 2351 Sunset Blvd #170 Rocklin CA 95765; Membership/Civic/Fraternal Organization; Officer; Treasurer; 10/01/2025; 8; 8; Secretary 3) Kaumana Holdings LLC; investment related; 22063 Center St Castro Valley, CA 94546-6707; investment or commercial property; owner; 09/25/2025; 2; 0; control of the checkbook, pay bills/co-signor on checking account, make deposits in the checking account, lending/borrowing activities, review bank statements, Commercial Property Rental 4) Bay East Foundation; NON-investment related; 7021 Koll Center Parkway Pleasanton CA 94566; other; trustee; 11/01/2025; 2; 2; Non-Profit charitable organization, Created in 1978, the mission of the Bay East Association of REALTORS Foundation is to provide financial support for education and charitable needs within our community. Our foundation is built on the core values of service, community, and empowerment, with a steadfast commitment to creating positive, lasting change. 5) Julie Sumiki - Property #1 (personally held real estate); Investment Related; 3453 Finnian Way Dublin, CA 94568; Investment or Commercial Property; Owner; None; 10/01/2004; 1; 0; Personally Held Real Estate

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-03
S63	Uniform Securities Agent State Law Examination	2012-06-20

S65 Uniform Investment Adviser Law Examination

2025-12-03
S63 Uniform Securities Agent State Law Examination

2012-06-20

Other Names

Julie Anne Sumiki Hoshmand
Julie Anne Sumiki

View on SEC IAPD