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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 2024-03-04
NV RA APPROVED 2024-02-16
CA RA APPROVED 2024-02-15
OR RA APPROVED 2024-02-15
  • AZ RA
    APPROVED
    Since 2024-03-04
  • NV RA
    APPROVED
    Since 2024-02-16
  • CA RA
    APPROVED
    Since 2024-02-15
  • OR RA
    APPROVED
    Since 2024-02-15

Branch Locations

651 1St Street, Gilroy, CA 95020 • United States

1276 Lincoln Ave, San Jose, CA 95125 • 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 San Jose CA 09/2015 Present
David Matzinger Insurance Agency San Jose CA 09/2015 Present
David Matzinger Insurance Agency Gilroy CA 07/2022 Present
State Farm Vp Management Corp Gilroy CA 07/2022 Present
State Farm Investment Management Corp Gilroy CA 02/2024 Present
State Farm Investment Management Corp San Jose CA 02/2024 Present
  • 09/2015 → Present
    State Farm Vp Management Corp
    San Jose, CA
  • 09/2015 → Present
    David Matzinger Insurance Agency
    San Jose, CA
  • 07/2022 → Present
    David Matzinger Insurance Agency
    Gilroy, CA
  • 07/2022 → Present
    State Farm Vp Management Corp
    Gilroy, CA
  • 02/2024 → Present
    Gilroy, CA
  • 02/2024 → Present
    San Jose, CA
Other Businesses

1) David Matzinger's Insurance Agency; Insurance Agency; Investment-related; 1276 Lincoln Ave San Jose, CA 95125-3050; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2015; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-08
S63 Uniform Securities Agent State Law Examination 2015-03-14
  • S65 Uniform Investment Adviser Law Examination
    2024-02-08
  • S63 Uniform Securities Agent State Law Examination
    2015-03-14

View on SEC IAPD

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