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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 | 2025-12-09 |
Branch Locations
1901 Camino Vida Roble Ste 115, Carlsbad, CA 92008 • 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 |
|---|---|---|---|---|
| Avant-Garde Health Llc | San Diego | CA | 11/2011 | 05/2020 |
| California Home Finance | San Diego | CA | 08/2020 | 04/2022 |
| Hyatt Vacation Club | Escondido | CA | 04/2022 | 08/2023 |
| Success Lending | Schaumburg | IL | 04/2022 | 11/2022 |
| Exp Realty | San Ramon | CA | 04/2022 | 08/2023 |
| Best Health Benefits | Irvine | CA | 08/2023 | 08/2024 |
| Domino's Pizza | Escondido | CA | 06/2023 | 11/2023 |
| Lyft | San Francisco | CA | 05/2024 | 05/2025 |
| Jack Schroeder And Associates | Long Beach | CA | 03/2024 | 09/2025 |
| Uber | San Francisco | CA | 07/2016 | Present |
| Secure Investment Management Llc | Tucson | AZ | 09/2024 | 08/2025 |
| Homes.cOm | San Diego | CA | 05/2018 | 12/2018 |
| Mitchell 1 | Poway | CA | 03/2019 | 06/2019 |
| Dreams Business Resources | San Diego | CA | 04/2019 | 11/2025 |
| Workiz | San Diego | CA | 12/2019 | 02/2020 |
| Venture Magazine | Carlsbad | CA | 03/2020 | 04/2020 |
| 180 Solar Power | Escondido | CA | 01/2024 | 02/2024 |
| Powur Solar | Carlsbad | CA | 09/2022 | 01/2023 |
| Public Authority In-Home Support Services San Diego County | Carlsbad | CA | 05/2024 | Present |
| Arch Fms | Carlsbad | CA | 08/2025 | Present |
| Healthcare Solutions Team | San Marcos | CA | 04/2024 | 09/2025 |
| Luke Dix Insurance Agency | Carlsbad | CA | 08/2025 | Present |
| State Farm Vp Management Corp | Carlsbad | CA | 12/2025 | Present |
| State Farm Investment Management Corp | Carlsbad | CA | 12/2025 | Present |
| Jesse Dix Insurance Agency | Carlsbad | CA | 10/2025 | Present |
| Lisa Trapp Insurance Agency | Encinitas | CA | 11/2025 | Present |
1) Uber; non-investment related; 1725 3rd St San Francisco CA 94158; service industry; other; 09/01/2015; 40; 0; Transporting food, packages, occasionally pets. 2) Public Authority In-Home Support Services San Diego County; non-investment related; 401 Mile of Cars Way Suite 200 National City CA 91950; public service; employee; 05/14/2024; 60; 0; caregiver for adult son 3) Arch FMS; non-investment related; 732 Val Sereno Dr Encinitas CA 92069; public service; employee; 08/04/2025; 93; 0; caregiver for adult son 4) Luke Dix's Insurance Agency; Investment-related; 1901 Camino Vida Roble Ste 115 Carlsbad, CA 92008-6560; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 08/07/2025; 80; 80; Service customers 5) Jesse Dix's Insurance Agency; NON-Investment-related; 1901 Camino Vida Roble Ste 115 Carlsbad, CA 92008-6560; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/20/2025; 80; 80; Service customers 6) Lisa Trapp's Insurance Agency; NON-Investment-related; 1458 Encinitas Blvd Encinitas, CA 92024-29300; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/12/2025; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
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