Oliver Greenleaf Stahl

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 12/2016
  First Allied Securities
  San Diego, CA
• 10/2010 → 03/2018
  Ameripark At Fashion Valley
  San Diego, CA
• 12/2016 → 03/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2016 → 03/2018
  Cetera Advisors Llc
  Denver, CO
• 12/2016 → 03/2018
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2016 → 03/2018
  Cetera Investment Services Llc
  Saint Cloud, MN
• 03/2017 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 12/2016 → 03/2018
  First Allied Securities, Inc.
  San Diego, CA
• 12/2016 → 03/2018
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 11/2016 → 03/2018
  First Allied Advisory Services, Inc.
  San Diego, CA
• 03/2018 → 04/2020
  Tdameritrade
  San Diego, CA
• 05/2020 → 09/2020
  State Farm Insurance
  San Diego, CA
• 10/2020 → Present
  Oliver Stahl Insurance Agency
  San Diego, CA
• 10/2020 → Present
  State Farm Vp Management Corp
  San Diego, CA
• 02/2021 → Present
  State Farm Investment Management Corp.
  San Diego, CA

Previous Registrations

• 2016-11-29 → 2018-03-21
  First Allied Advisory Services, Inc.
  San Diego, CA
• 2016-11-29 → 2017-03-29
  First Allied Securities, Inc.
  San Diego, CA

Other Businesses

1) Oliver Stahl's Insurance Agency; Insurance Agency; Investment-related; 2621 Denver St Ste B San Diego, CA 92110-3300; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2020; 80; 80; Service customers and supervise employees. 2) Oliver Stahl - Property #1 (Personally Held Real Estate); Investment-Related; 4108 La Porta Lada Dr. Carlsbad, CA 92010; Other; Owner; 05/01/2024; 0; 0; Renting out our old home.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-26

Other Names

• Oliver Greenleaf Stahl
• Oliver Stahl