Antonio Perez Mendoza

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

• 08/2015 → 02/2020
  Aaa
  San Luis Obispo, CA
• 07/2020 → Present
  Antonio Mendoza Insurance Agency
  Santa Maria, CA
• 09/2020 → Present
  State Farm Vp Management Corp.
  Santa Maria, CA
• 02/2020 → 07/2020
  State Farm
  Phoenix, AZ
• 09/2021 → Present
  State Farm Investment Management Corp
  Santa Maria, CA

Other Businesses

1) Antonio Mendoza's Insurance Agency; Insurance Agency; Investment-related; 1103 E Clark Ave Ste D Santa Maria, CA 93455-5121; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2020; 80; 80; Service customers and supervise employees 2) Antonio Mendoza - Property #1 (Personally Held Real Estate); Investment related; 6955-57 RIDGETOP DRIVE Keizer, OR 97303; Investment or Commercial Property; Owner; none; 6/1/2005; 1; 0; Duties: DUPLEX 3) Antonio Mendoza - Property #2 (Personally Held Real Estate); Investment related; 191 9TH STREET Independence, OR 97351; Investment or Commercial Property; Owner; none; 5/1/2016; 1; 0; Duties: REAL Estate 4) Antonio Mendoza - Property #3 (Personally Held Real Estate); Investment related; 290 THORPE STREET Independence, OR 97351; Investment or Commercial Property; Owner; none; 9/9/2016E; 1; 0; Duties : REAL ESTATE

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-20
• S63 Uniform Securities Agent State Law Examination
  2021-06-05

Designations

• Chartered Financial Consultant