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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-09-13
NV RA APPROVED 2023-08-30
CA RA APPROVED 2023-08-24
  • AZ RA
    APPROVED
    Since 2023-09-13
  • NV RA
    APPROVED
    Since 2023-08-30
  • CA RA
    APPROVED
    Since 2023-08-24

Branch Locations

333 Gellert Blvd Suite 101, Daly City, CA 94015 • United States

Antioch, CA • 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
State Farm Vp Management Corp. Daly City CA 09/2012 Present
Alan Naguit Insurance Agency Daly City CA 05/2013 Present
State Farm Investment Management Corp Daly City CA 09/2018 09/2019
State Farm Investment Management Corp Daly City CA 08/2023 Present
Other Businesses

1) Alan Naguit's Insurance Agency; Insurance Agency; Investment-related; 333 Gellert Blvd Ste 101 Daly City, CA 94015-2614; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2013; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-16
S63 Uniform Securities Agent State Law Examination 2012-10-25
  • S65 Uniform Investment Adviser Law Examination
    2023-08-16
  • S63 Uniform Securities Agent State Law Examination
    2012-10-25
Designations

View on SEC IAPD

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