Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-17 |
| CA | RA | APPROVED | 2023-02-10 |
Branch Locations
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 | Norwalk | CA | 02/2007 | Present |
| Lisa Carreon Insurance Agency | Norwalk | CA | 02/2007 | Present |
1. LISA A. CARREON INC. 15671 SWAN LANE HUNTINGTON BEACH, CA 92649; NON-INVESTMENT RELATED; OWNER-100%; INVESTMENT OR COMMERCIAL PROPERTY; 06/10/2009; OWNER OF S-CORP WHICH INCLUDES BEING LANDLORD FOR TENANT; 1 HR/MTH-NONE DURING TRADING HOURS. 2. Lisa Carreon's Insurance Agency; Insurance Agency; Investment-related; 13400 Pioneer Blvd Norwalk, CA 90650-3955; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2007; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-01 |
Reach out to this advisor