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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-28 |
| CA | RA | APPROVED | 2025-11-21 |
Branch Locations
2083 Old Middlefield Way Ste 200, Mountain View, CA 94043-2466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aaa Northern California, Nevada & Utah | San Francisco | CA | 04/2013 | 10/2024 |
| J.P Morgan Securities Llc | San Francisco | CA | 06/2025 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2025 | 10/2025 |
| Unemployed | San Francisco | CA | 11/2024 | 05/2025 |
| State Farm Insurance | San Francisco | CA | 11/2025 | 04/2026 |
| State Farm Vp Management Corp | San Francisco | CA | 11/2025 | 04/2026 |
| State Farm Investment Management Corp | San Francisco | CA | 11/2025 | 04/2026 |
| State Farm Investment Management Corp | Mountain View | CA | 04/2026 | Present |
| State Farm Vp Management Corp | Mountain View | CA | 04/2026 | Present |
| Kevin Lei Insurance Agency | Mountain View | CA | 04/2026 | Present |
1) Kevin Lei Insurance Agency; Investment-related; 2083 Old Middlefield Way Ste 200 Mountain View, CA 94043-2466; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2026; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-15 |
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