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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
OR RA APPROVED 2023-05-16
AZ RA APPROVED 2023-05-12
NV RA APPROVED 2023-05-12
CA RA APPROVED 2023-05-08
  • OR RA
    APPROVED
    Since 2023-05-16
  • AZ RA
    APPROVED
    Since 2023-05-12
  • NV RA
    APPROVED
    Since 2023-05-12
  • CA RA
    APPROVED
    Since 2023-05-08

Branch Locations

1420 S Mills Ave Suite F, Lodi, CA 95242 • 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. Lodi CA 11/2014 Present
Jon Rader Insurance Agency Lodi CA 07/2015 Present
State Farm Investment Management Corp Lodi CA 05/2023 Present
Other Businesses

1) Lodi Chamber Ambassador Committee; Non-Investment-Related; 35 S School St., Lodi, CA 95240; Membership/Civic/Fraternal; Event Coordinator; 03/01/2020; 10; 10; Organizing community fundraising events and monthly lunches for Chamber. 2) Jon Rader's Insurance Agency; Insurance Agency; Investment-related; 1420 S Mills Ave Ste F Lodi, CA 95242-4291; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2015; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-13
S63 Uniform Securities Agent State Law Examination 2015-01-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-13
  • S63 Uniform Securities Agent State Law Examination
    2015-01-06

View on SEC IAPD

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