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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
CA RA APPROVED 2025-01-02
NV RA APPROVED 2025-01-02
OR RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02
  • NV RA
    APPROVED
    Since 2025-01-02
  • OR RA
    APPROVED
    Since 2025-01-02

Branch Locations

3939 Atlantic Ave Ste 213, Long Beach, CA 90807 • 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
Robert Casares Insurance Agency Downey CA 09/2018 04/2022
Carl Ferraro State Farm Agency Brooklyn NY 08/2015 08/2018
State Farm Vp Management Corp. Downey CA 10/2021 04/2022
State Farm Investment Management Corp. Long Beach CA 04/2022 Present
State Farm Vp Management Corp Long Beach CA 04/2022 Present
State Farm Insurance Long Beach CA 04/2022 09/2022
Robert Casares Insurance Agency Long Beach CA 09/2022 Present
  • 09/2018 → 04/2022
    Robert Casares Insurance Agency
    Downey, CA
  • 08/2015 → 08/2018
    Carl Ferraro State Farm Agency
    Brooklyn, NY
  • 10/2021 → 04/2022
    State Farm Vp Management Corp.
    Downey, CA
  • 04/2022 → Present
    Long Beach, CA
  • 04/2022 → Present
    State Farm Vp Management Corp
    Long Beach, CA
  • 04/2022 → 09/2022
    State Farm Insurance
    Long Beach, CA
  • 09/2022 → Present
    Robert Casares Insurance Agency
    Long Beach, CA
Other Businesses

1) Robert Casares Insurance Agency; Investment-related; 3939 Atlantic Ave, Ste 213, Long Beach, CA 90807-3535; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/22; 80; 80; Service customers and supervise employees 2) Pathways to Independence; non-investment related; PO Box 43, Los Alamitos CA 90720; Membership/Civic/Fraternal Organization; board member; 03/19/2024; 8; 0; Charitable organization that helps young women in need to provide education, housing, and therapy services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-10
S63 Uniform Securities Agent State Law Examination 2021-11-10
  • S65 Uniform Investment Adviser Law Examination
    2022-02-10
  • S63 Uniform Securities Agent State Law Examination
    2021-11-10

View on SEC IAPD

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