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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-15
CA RA APPROVED 2025-09-09
  • AZ RA
    APPROVED
    Since 2025-10-15
  • CA RA
    APPROVED
    Since 2025-09-09

Branch Locations

Riverside, CA • United States

29950 Haun Rd Ste. 205, Menifee, CA 92586 • 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
State Farm Vp Management Corp. Menifee CA 08/2025 Present
Sonia Avalos Insurance Agency Menifee CA 05/2022 Present
State Farm Bloomington IL 10/2021 04/2022
Kia Of Cerritos Cerritos CA 09/2020 10/2021
Allstar Kia Of San Bernardino San Bernardino CA 05/2011 09/2020
State Farm Investment Management Corp Menifee CA 08/2025 Present
  • 08/2025 → Present
    State Farm Vp Management Corp.
    Menifee, CA
  • 05/2022 → Present
    Sonia Avalos Insurance Agency
    Menifee, CA
  • 10/2021 → 04/2022
    State Farm
    Bloomington, IL
  • 09/2020 → 10/2021
    Kia Of Cerritos
    Cerritos, CA
  • 05/2011 → 09/2020
    Allstar Kia Of San Bernardino
    San Bernardino, CA
  • 08/2025 → Present
    Menifee, CA
Other Businesses

Sonia Avalos Insurance Agency; Investment-related; 29950 Haun Rd Ste 205 Menifee, CA 92586; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2022; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-29
S65 Uniform Investment Adviser Law Examination 2025-07-25
  • S63 Uniform Securities Agent State Law Examination
    2025-07-29
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25
Other Names
  • Sonia Mejia
  • Sonia Mejia Mora

View on SEC IAPD

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