Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-06 |
| CA | RA | APPROVED | 2023-03-28 |
Branch Locations
777 Truman St Suite #106, San Fernando, CA 91340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | San Fernando | CA | 01/2016 | Present |
| Nick Mongeau Insurance Agency | San Fernando | CA | 01/2016 | Present |
| State Farm Investment Management Corp | San Fernando | CA | 03/2023 | Present |
1) TBD; Non-Investment-Related; 17546 Lemay St, Van Nuys, CA 91406; Retail; Owner/Vice President; 09/01/2020; 80; 8; Installing and servicing air conditioner and heating units, Marketing/Advertising 2) Nicholas Mongeau's Insurance Agency; Insurance Agency; Investment-related; 777 Truman St Ste 106 San Fernando, CA 91340-3383; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees 3) Total Restoration Services; Non-investment-related; 16654 Soledad Canyon Rd Santa Clarita CA 91387; Janitorial service for homeowner's association; Partner; None; 07/01/2023; 10; 0; Going in with a friend who already has the website set up, but he does not use. this company. This company with be janitorial services for homeowner's associations. My role will be to manage the cleaners and to make sure customers are happy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-27 |
Reach out to this advisor