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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
TX RA APPROVED 2023-03-17
  • TX RA
    APPROVED
    Since 2023-03-17

Branch Locations

9043 Garland Rd, Dallas, TX 75218-3919 • 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
Yesenia Martinez Insurance Agency Richardson TX 01/2019 05/2023
State Farm Insurance Richardson TX 08/2018 12/2018
Lincoln Harris Dallas TX 01/2017 08/2018
Cruz Northwestern Mutual Dallas TX 08/2015 12/2017
State Farm Vp Management Corp Richardson TX 06/2021 05/2023
State Farm Investment Management Corp Richardson TX 03/2023 05/2023
State Farm Investment Management Corp Dallas TX 06/2023 Present
State Farm Vp Management Corp Dallas TX 06/2023 Present
Yesenia Martinez Insurance Agency Dallas TX 06/2023 Present
  • 01/2019 → 05/2023
    Yesenia Martinez Insurance Agency
    Richardson, TX
  • 08/2018 → 12/2018
    State Farm Insurance
    Richardson, TX
  • 01/2017 → 08/2018
    Lincoln Harris
    Dallas, TX
  • 08/2015 → 12/2017
    Cruz Northwestern Mutual
    Dallas, TX
  • 06/2021 → 05/2023
    State Farm Vp Management Corp
    Richardson, TX
  • 03/2023 → 05/2023
    Richardson, TX
  • 06/2023 → Present
    Dallas, TX
  • 06/2023 → Present
    State Farm Vp Management Corp
    Dallas, TX
  • 06/2023 → Present
    Yesenia Martinez Insurance Agency
    Dallas, TX
Other Businesses

1) Flor Martinez's Insurance Agency; Investment-related; 9043 Garland Rd Dallas, TX 75218-3919; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2019; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-19
S63 Uniform Securities Agent State Law Examination 2021-07-23
  • S65 Uniform Investment Adviser Law Examination
    2022-07-19
  • S63 Uniform Securities Agent State Law Examination
    2021-07-23

View on SEC IAPD

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