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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
WI RA APPROVED 2026-03-24
NC RA APPROVED 2025-04-21
TX RA APPROVED_RES 2024-01-25
NV RA APPROVED 2022-06-16
AZ RA APPROVED 2020-11-20
CA RA APPROVED 2018-11-26
  • WI RA
    APPROVED
    Since 2026-03-24
  • NC RA
    APPROVED
    Since 2025-04-21
  • TX RA
    APPROVED_RES
    Since 2024-01-25
  • NV RA
    APPROVED
    Since 2022-06-16
  • AZ RA
    APPROVED
    Since 2020-11-20
  • CA RA
    APPROVED
    Since 2018-11-26

Branch Locations

Encinitas, CA • United States

2650 Camino Del Rio N Ste 360, San Diego, CA 92108 • 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
Steve Beach Insurance Agency Escondido CA 04/2014 12/2016
State Farm Vp Management Corp. Escondido CA 03/2016 12/2016
Katie Beach Harlan Insurance Agency Encinitas CA 04/2014 12/2016
Kevin Beach Insurance Agency San Diego CA 05/2017 Present
State Farm Vp Management Corp Encinitas CA 03/2016 12/2016
State Farm Vp Management Corp San Diego CA 06/2018 Present
State Farm Insurance Phoenix AZ 12/2016 05/2017
State Farm Investment Management Corp San Diego CA 10/2018 Present
  • 04/2014 → 12/2016
    Steve Beach Insurance Agency
    Escondido, CA
  • 03/2016 → 12/2016
    State Farm Vp Management Corp.
    Escondido, CA
  • 04/2014 → 12/2016
    Katie Beach Harlan Insurance Agency
    Encinitas, CA
  • 05/2017 → Present
    Kevin Beach Insurance Agency
    San Diego, CA
  • 03/2016 → 12/2016
    State Farm Vp Management Corp
    Encinitas, CA
  • 06/2018 → Present
    State Farm Vp Management Corp
    San Diego, CA
  • 12/2016 → 05/2017
    State Farm Insurance
    Phoenix, AZ
  • 10/2018 → Present
    San Diego, CA
Other Businesses

1) Kevin Beach's Insurance Agency; Investment-related; 2650 Camino Del Rio N Ste 360 San Diego, CA 92108-1621; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2017 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-26
S63 Uniform Securities Agent State Law Examination 2016-07-16
  • S65 Uniform Investment Adviser Law Examination
    2018-11-26
  • S63 Uniform Securities Agent State Law Examination
    2016-07-16

View on SEC IAPD

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