Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-04
NC RA APPROVED 2024-10-04
SC RA APPROVED 2021-07-19
  • GA RA
    APPROVED
    Since 2024-10-04
  • NC RA
    APPROVED
    Since 2024-10-04
  • SC RA
    APPROVED
    Since 2021-07-19

Branch Locations

118 W Butler Rd, Mauldin, SC 29662-2535 • United States

806 Anderson Dr., Williamston, SC 29697 • 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
Allison Mcdaniel Insurance Agency Simpsonville SC 04/2009 01/2017
State Farm Vp Management Corp. Simpsonville SC 04/2015 01/2017
State Farm Insurance Bloomington IL 01/2017 05/2017
Cristina Ortiz Insurance Agency Maudlin SC 06/2017 Present
State Farm Vp Management Corp. Maudlin SC 10/2018 Present
State Farm Investment Management Corp. Mauldin SC 07/2021 Present
Cristina Ortiz Insurance Agency Williamston SC 06/2022 Present
State Farm Vp Management Corp Williamston SC 06/2022 Present
  • 04/2009 → 01/2017
    Allison Mcdaniel Insurance Agency
    Simpsonville, SC
  • 04/2015 → 01/2017
    State Farm Vp Management Corp.
    Simpsonville, SC
  • 01/2017 → 05/2017
    State Farm Insurance
    Bloomington, IL
  • 06/2017 → Present
    Cristina Ortiz Insurance Agency
    Maudlin, SC
  • 10/2018 → Present
    State Farm Vp Management Corp.
    Maudlin, SC
  • 07/2021 → Present
    Mauldin, SC
  • 06/2022 → Present
    Cristina Ortiz Insurance Agency
    Williamston, SC
  • 06/2022 → Present
    State Farm Vp Management Corp
    Williamston, SC
Other Businesses

1) Maulding Public Facilities Board; non-investment-related; 5 East Butler Rd, Mauldin, SC 29662; Public Service; 6/26/2020; 1; 0; oversee and witness the covenants on behalf of city of Mauldin, one meeting every year for any real property projects. 2) Cristina's Properties LLC; Investment-related; 117 Bingham way, Simpsonville, SC 29680; Investment or Commercial Property; 5/1/2017; 1; 0; pay taxes, find tenant. 3) Mauldin chamber of commerce; non-investment related; 101 E Butler Rd, Mauldin, SC 29662; Board Member (volunteer / no pay activity); 1/20/2018; 2; 0; none. 4) RIZE; non-investment-related; Po Box 6015, Greenville, SC 29606; None Profit Organization; board member; 11/1/2021; 1; 0; attend each meeting and provide guidance to the board which includes assisting with general administrative duties, voting on issues, and providing insight and advice as a local business owner. 5) Cristina Ortiz's Insurance Agency; Insurance Agency; Investment-related; 118 W Butler Rd Mauldin, SC 29662-2535; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2017; 80; 80; Service customers and supervise employees 6) Cristina's Family LLC; investment-related; 118 W Butler Rd Suite B Mauldin SC 29662; Investment or Commerical Property; Partner; None; 06/14/2023; 1; 0; Pay bills/Co-Signor on checking account, Lending/Borrowing Activities, Control of the checkbook, Managing properties for the family

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-29
S63 Uniform Securities Agent State Law Examination 2015-08-24
  • S65 Uniform Investment Adviser Law Examination
    2021-06-29
  • S63 Uniform Securities Agent State Law Examination
    2015-08-24
Other Names
  • Chris Ortiz
  • Cristina Jauregui
  • Chris Jauregui
  • Cristina Maria Ortiz
  • Christina Maria Ortiz

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mauldin, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor