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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 | 2025-09-04 |
| CA | RA | APPROVED | 2025-08-28 |
| OR | RA | APPROVED | 2025-08-28 |
Branch Locations
9670 Magnolia Ave Ste 205, Riverside, CA 92503 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poonam Walia's Insurance Agency | Riverside | CA | 10/2021 | Present |
| State Farm Investment Management Corp | Riverside | CA | 08/2025 | Present |
| State Farm Vp Management Corp | Riverside | CA | 08/2025 | Present |
| Bakkavor | Carson | CA | 07/2019 | 10/2021 |
| Vance & Hines | Santa Fe Springs | CA | 10/2018 | 07/2019 |
| Oakley | Foothill Ranch | CA | 03/2013 | 08/2018 |
1) Poonam Walia's Insurance Agency; Investment-related; 9670 Magnolia Ave Ste 205 Riverside, CA 92503; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
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