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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 | 2024-09-27 |
| OR | RA | APPROVED | 2024-09-18 |
| CA | RA | APPROVED | 2024-09-16 |
| NV | RA | APPROVED | 2024-09-16 |
Branch Locations
5850 Fair Oaks Blvd, Carmichael, CA 95608-5220 • United States
1391 Woodside Rd Ste 218, Redwood City, CA 94061 • United States
Placerville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Redwood City | CA | 07/2015 | Present |
| Charlotte Russell Insurance Agency | Redwood City | CA | 07/2015 | Present |
| State Farm Investment Management Corp | Redwood City | CA | 08/2018 | 10/2019 |
| Charlotte Russell Insurance Agency | Sacramento | CA | 01/2023 | 12/2025 |
| State Farm Vp Management Corp | Sacramento | CA | 01/2023 | 12/2025 |
| State Farm Investment Management Corp | Sacramento | CA | 09/2024 | 12/2025 |
| State Farm Investment Management Corp | Redwood City | CA | 09/2024 | Present |
| Charlotte Russell Insurance Agency | Carmichael | CA | 12/2025 | Present |
| State Farm Investment Management Corp | Carmichael | CA | 12/2025 | Present |
| State Farm Vp Management Corp | Carmichael | CA | 12/2025 | Present |
1) Charlotte Russell's Insurance Agency; Investment-related; 1391 Woodside Rd Ste 218 Redwood City CA 94061-3574 and 5850 Fair Oaks Blvd, Carmichael, CA 95608-5220; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2015; 80; 80; Service customers and supervise employees 2) West Coast Country Girl / Song Bird Music; Non-Investment-Related; 372 sequoia Ave redwood city, CA 94061; Other; owner; 01/01/1992; 4hrs; flat fee per gig and commission per sales on iTunes and other music websites. 3) Wedgewood Fair Oaks LLC; investment-related; 5850 Fair Oaks Blvd, Carmichael, CA 95608; Investment or Commercial Property; Owner/Officer; President; 12/31/2024; 1;0; Control of the checkbook 4) 3117 El Camino LLC; investment-related; 3117 El Camino Ave, Sacramento, CA 95821; Investment or Commercial Property; Owner; President; 01/01/2025; 1;0; Control of the checkbook. 5) BC Havens LLC; investment-related; 7410 Clove Road Placerville, CA. 95667; Investment or Commercial Property; Owner; President; 11/18/2025; 1;0; Real Estate Holding Company 6) JBC Winners; investment-related; 7410 Clove Road Placerville, CA. 95667; Investment or Commercial Property; Owner; President; 11/18/2025; 8;8; Rental Dwelling in Texas 7) West Pepper LLC; investment-related; 7410 Clove Road Placerville, CA. 95667; Investment or Commercial Property; Owner; President; 12/18/2025;10;0; Own 1 triplex that is rented out to residential occupants 8) OA in AZ; investment-related; 7410 Clove Road Placerville, CA. 95667; Investment or Commercial Property; Owner; President; 12/18/2025; 10;0; Owns two single family dwelling rentals
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-28 |
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