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 |
|---|---|---|---|
| OK | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
14465 Webb Chapel Rd Suite 219, Farmers Brnch, TX 75234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Farmers Branch | TX | 09/2012 | Present |
| Juliana Velez Insurance Agency | Farmers Branch | TX | 09/2012 | Present |
| State Farm Investment Management Corp | Farmers Branch | TX | 04/2025 | Present |
1) Maria Velez's Insurance Agency; Insurance Agency; Investment-related; 14465 Webb Chapel Rd Ste 219 Farmers Branch, TX 75234-3677; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2011; 80; 80; Service customers and supervise employees 2) Prestonwood Montessori parent's group; non-investment-related; 12532 Nuestra Drive Dallas TX 75230; association/committee/council; board member; chairman; 10/17/2022; 3; 1; Coordinate activities for the Hispanic families. Angel tree coordination. 3) Prospanica; non-investment-related; 11700 Preston Rd Ste 660 #354 Dallas TX 75230; membership/civic/fraternal organization; board member; board member; 01/01/2022; 3; 1; Manage relationships with sponsors and community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-15 |
Reach out to this advisor