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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 | 2023-10-04 |
| CA | RA | APPROVED | 2019-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Corona | CA | 02/2016 | 01/2019 |
| Joshua Marsh Insurance Agency | Corona | CA | 02/2016 | 01/2019 |
| State Farm Investment Management Corp. | Corona | CA | 10/2018 | 01/2019 |
| State Farm Vp Management Corp. | Eastvale | CA | 02/2019 | 04/2023 |
| State Farm Investment Management Corp. | Eastvale | CA | 02/2019 | 04/2023 |
| State Farm Insurance | Eastvale | CA | 02/2019 | 04/2023 |
| State Farm Vp Management Corp. | Upland | CA | 04/2023 | Present |
| State Farm Investment Management Corp. | Upland | CA | 04/2023 | Present |
| Joshua Marsh Insurance Agency | Upland | CA | 04/2023 | Present |
1) MARSH PROPERTIES, LLC; INVESTMENT-RELATED; 1407 W FOOTHILL BLVD, UPLAND CA 91786; COMMERCIAL PROPERTY; 5% PARTNER; 11/01/2011; 2HR/MO; 1HR/MO; CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE BANK ACCOUNT, PAY BILLS/CO-SIGNER ON CHECKING ACCOUNT. 2) Rover; Non-Investment-Related; 13593 Catalina St., Eastvale, CA 92880; Service Industry; Owner; 5/15/2021; 4; 0; Dog sitting & boarding in home. 3) Edgewater Lutheran Church; non-investment-related; 14977 Walters St Eastvale CA 92880; Church; Board Member; President; 07/01/2023; 4; 0; Vote on investing in CD's or Money Market Accounts (bank products), Pay bills/Co-Signor on checking account, president of congregation. Will help prepare annual budget. 4) 1 Yard Short LLC; Non-investment-related; 1407 W Foothill Blvd Upland, CA 91786; Other; Owner; none; 2/1/2024; 4; 4; Duties: Own and rent travel trailers. 5) Joshua Marsh Insurance Agency; Investment-related; 1407 W Foothill Blvd Upland, CA 91786-3645; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;04/01/2023; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-29 |
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