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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
NM RA APPROVED 2018-10-16
  • NM RA
    APPROVED
    Since 2018-10-16

Branch Locations

1931 San Mateo Blvd Ne, Albuquerque, NM 87110 • 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. Albuquerque NM 02/2015 Present
Stephanie Valdez Insurance Agency Albuquerque NM 07/2015 Present
State Farm Investment Management Corp Albuquerque NM 08/2018 Present
  • 02/2015 → Present
    State Farm Vp Management Corp.
    Albuquerque, NM
  • 07/2015 → Present
    Stephanie Valdez Insurance Agency
    Albuquerque, NM
  • 08/2018 → Present
    Albuquerque, NM
Other Businesses

1) Stephanie Valdez's Insurance Agency; Investment-related; 1931 San Mateo Blvd NE Albuquerque, NM 87110-5146; 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 2018-10-15
S63 Uniform Securities Agent State Law Examination 2015-03-23
  • S65 Uniform Investment Adviser Law Examination
    2018-10-15
  • S63 Uniform Securities Agent State Law Examination
    2015-03-23
Other Names
  • Stephanie Robin Fantl

View on SEC IAPD

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