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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 2023-09-06
OR RA APPROVED 2023-08-31
NV RA APPROVED 2023-08-28
CA RA APPROVED 2023-07-10
  • AZ RA
    APPROVED
    Since 2023-09-06
  • OR RA
    APPROVED
    Since 2023-08-31
  • NV RA
    APPROVED
    Since 2023-08-28
  • CA RA
    APPROVED
    Since 2023-07-10

Branch Locations

25241 Paseo De Alicia Suite 225, Laguna Hills, CA 92653 • 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
Bert Schmidt Insurance Agency Sugar Land TX 09/2016 11/2016
State Farm Insurance Houston TX 12/2016 04/2017
Sima Mozaffari Insurance Agency Mission Viejo CA 05/2017 12/2025
State Farm Vp Management Corp. Mission Viejo CA 06/2018 12/2025
State Farm Investment Management Corp Mission Viejo CA 07/2023 12/2025
Sima Mozaffari Insurance Agency Laguna Hills CA 12/2025 Present
State Farm Vp Management Corp. Laguna Hills CA 12/2025 Present
State Farm Investment Management Corp Laguna Hills CA 12/2025 Present
  • 09/2016 → 11/2016
    Bert Schmidt Insurance Agency
    Sugar Land, TX
  • 12/2016 → 04/2017
    State Farm Insurance
    Houston, TX
  • 05/2017 → 12/2025
    Sima Mozaffari Insurance Agency
    Mission Viejo, CA
  • 06/2018 → 12/2025
    State Farm Vp Management Corp.
    Mission Viejo, CA
  • 07/2023 → 12/2025
    Mission Viejo, CA
  • 12/2025 → Present
    Sima Mozaffari Insurance Agency
    Laguna Hills, CA
  • 12/2025 → Present
    State Farm Vp Management Corp.
    Laguna Hills, CA
  • 12/2025 → Present
    Laguna Hills, CA
Other Businesses

1) Sima Mozaffari's Insurance Agency; Investment-related; 25241 PASEO DE ALICIA LAGUNA HILLS, CA 92653; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-28
S63 Uniform Securities Agent State Law Examination 2016-05-17
  • S65 Uniform Investment Adviser Law Examination
    2023-06-28
  • S63 Uniform Securities Agent State Law Examination
    2016-05-17

View on SEC IAPD

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