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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-25 |
| AZ | RA | APPROVED | 2025-08-18 |
| HI | RA | APPROVED | 2024-06-26 |
| CA | RA | APPROVED | 2024-02-28 |
Branch Locations
2602 Old 1St St, Livermore, CA 94550 • United States
Lathrop, CA • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Modesto | CA | 06/2014 | 11/2016 |
| Voya Financial Advisors Inc | Lathrop | CA | 11/2016 | 07/2019 |
| Unemployed | Lathrop | CA | 08/2019 | 10/2019 |
| Cuso Financial Services Lp | San Diego | CA | 10/2019 | 02/2020 |
| State Farm Insurance | Bloomington | IL | 03/2020 | 07/2020 |
| State Farm Vp Management Corp | Livermore | CA | 10/2020 | Present |
| Steven Sanchez Insurance Agency | Livermore | CA | 08/2020 | Present |
| State Farm Investment Management Corp | Livermore | CA | 02/2024 | Present |
1) Steven Sanchez's Insurance Agency; Insurance Agency; Investment-related; 2602 Old 1st St Livermore, CA 94550-2001; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2020; 80; 80; Service customers and supervise employees. 2) Steven Sanchez-Property #1 (Personally Held Real Estate); Investment-Related; 15364 Barbara Twerry Lathrop, CA 95330; Investment or Commercial Property; Owner; 05/05/2023; 1; 0; Rental Income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-08 |
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