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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-01 |
| WA | RA | APPROVED | 2021-07-16 |
| OR | RA | APPROVED | 2021-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Portland | OR | 01/2015 | Present |
| Gustvo Soares Insurance Agency | Portland | OR | 01/2015 | Present |
| State Farm Investment Management Corp | Portland | OR | 10/2018 | 06/2019 |
| State Farm Investment Management Corp. | Portland | OR | 06/2021 | Present |
1) Gustavo Soares de Sa's Insurance Agency; Insurance Agency; Investment-related; 4515 NE Fremont St Portland, OR 97213-1175; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2015; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-03 |
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