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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-10-04
CA RA APPROVED 2019-01-19
  • AZ RA
    APPROVED
    Since 2023-10-04
  • CA RA
    APPROVED
    Since 2019-01-19

Branch Locations

1407 W Foothill Blvd, Upland, CA 91786 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2016 → 01/2019
    State Farm Vp Management Corp.
    Corona, CA
  • 02/2016 → 01/2019
    Joshua Marsh Insurance Agency
    Corona, CA
  • 10/2018 → 01/2019
    Corona, CA
  • 02/2019 → 04/2023
    State Farm Vp Management Corp.
    Eastvale, CA
  • 02/2019 → 04/2023
    Eastvale, CA
  • 02/2019 → 04/2023
    State Farm Insurance
    Eastvale, CA
  • 04/2023 → Present
    State Farm Vp Management Corp.
    Upland, CA
  • 04/2023 → Present
    Upland, CA
  • 04/2023 → Present
    Joshua Marsh Insurance Agency
    Upland, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-19
S63 Uniform Securities Agent State Law Examination 2014-08-29
  • S65 Uniform Investment Adviser Law Examination
    2019-01-19
  • S63 Uniform Securities Agent State Law Examination
    2014-08-29

View on SEC IAPD

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