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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 | 2024-09-24 |
| CA | RA | APPROVED | 2023-12-21 |
Branch Locations
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
16733 Ventura Blvd Ste 9, Encino, CA 91436 • 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 |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Encino | CA | 05/2014 | Present |
| Sherwin Shafiee Insurance Agency | Encino | CA | 12/2014 | Present |
| State Farm Investment Management Corp | Encino | CA | 12/2023 | Present |
1) Sherwin Shafiee's Insurance Agency; Investment-related; 16733 Ventura Blvd Ste 9 Encino, CA 91436; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2014; 80; 80; Service customers and supervise employees 2) Sherwin Shafiee - Property #1 (personally held real estate): Investment Related; 6241 Nita Ave Woodland Hills, CA 91367; Investment or Commercial Property; Owner; None; 02/02/2022; 0; 0; Rental Condo 3) Sherwin Shafiee - Property #2 (Personally Held Real Estate); Investment Related; 5127-5129-5131 Don Pio Dr Woodland Hills, CA 91364; Investment or Commercial Property; Owner; President; 03/17/2026; 1; 1; Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-06 |
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