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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-07 |
| AZ | RA | APPROVED | 2020-03-12 |
Branch Locations
1635 N Greenfield Rd Suite 101, Mesa, AZ 85205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Mesa | AZ | 05/2012 | Present |
| State Farm Investment Management Corp | Mesa | AZ | 09/2018 | 06/2019 |
| Cecilia Henriquez Burgess Insurance Agency | Mesa | AZ | 03/2013 | 10/2018 |
| State Farm Insurance | Mesa | AZ | 11/2018 | 04/2023 |
| State Farm Investment Management Corp | Mesa | AZ | 03/2020 | Present |
| Cecilia Henriquez Burgess Insurance Agency | Mesa | AZ | 04/2023 | Present |
1) La Academia Futbol Club; Non-Investment Related; 1146 N Mesa Dr., Suite 102-140, Mesa, AZ 85201; Non-profit soccer club for youth ages 10-17.; Board Member-Secretary; 2/21/2017; Pay bills/Co-Signor on checking account. Attend board meetings and take minutes. Upload documents and email to appropriate members.; 5 HR/MO & 0 HR/MO 2) State farm commercial, no physical address, non-investment related, filmed a commercial for State Farm Life Campaign, employee, 08-01-2018, 0hr/mo 3) CAB Holding; Investment related; 4463 E Des Moines St Mesa AZ 85205; Holding company for commercial building; Partner; None; 04/01/2023; 1; 0; pay bills/Co-signor on checking account, make deposits in the checking account, holding company for commercial building where my agency office is located 4) Cecilia Henriquez Burgess's Insurance Agency; Investment-related; Address of Agent's office; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2023; 80; 80; Service customers and supervise employees 5) Cecilia Burgess - Property #1 (personally held real estate); investment-related; 6045 E EL Paso St Mesa, AZ 85205; Individual Held Real Estate with income; Owner; 11/01/2023; 1; 0; Individual Held Real Estate with income 6) Cecilia Henriquez Burgess - Property #2 (Personally Held Real Estate); investment; 4463 E Des Moines St Mesa, AZ 85205; Investment or Commercial Property; Owner; none; 9/19/2024; 1; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-21 |
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