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Joshua Hakim Nazar

State Farm Investment Management Corp.

Houston, TX

CRD 6534249

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-15
  • TX RA
    APPROVED
    Since 2023-05-15

Branch Locations

12807 Haynes Rd Bldg B, Houston, TX 77066 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Houston TX 04/2016 01/2020
Josh Nazar Insurance Agency Houston TX 04/2016 Present
State Farm Vp Management Corp Houston TX 12/2021 Present
State Farm Investment Management Corp Houston TX 05/2023 Present
  • 04/2016 → 01/2020
    State Farm Vp Management Corp
    Houston, TX
  • 04/2016 → Present
    Josh Nazar Insurance Agency
    Houston, TX
  • 12/2021 → Present
    State Farm Vp Management Corp
    Houston, TX
  • 05/2023 → Present
    Houston, TX
Other Businesses

1) Joshua Nazar's Insurance Agency; Investment-related; 12807 Haynes Rd Bldg B Houston, TX 77066-1123; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2016; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-27
S63 Uniform Securities Agent State Law Examination 2015-08-28
  • S65 Uniform Investment Adviser Law Examination
    2023-04-27
  • S63 Uniform Securities Agent State Law Examination
    2015-08-28
Other Names
  • Josh Nazar
  • Josh Hakim Nazer

View on SEC IAPD

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