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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
CA RA APPROVED 2023-04-17
  • CA RA
    APPROVED
    Since 2023-04-17

Branch Locations

2402 Del Paso Road Ste 120, Sacramento, CA 95834 • 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
Maximillian Lam Insurance Agency Sacramento CA 01/2007 Present
State Farm Vp Management Corp Sacramento CA 01/2007 Present
State Farm Investment Management Corp Sacramento CA 04/2023 Present
  • 01/2007 → Present
    Maximillian Lam Insurance Agency
    Sacramento, CA
  • 01/2007 → Present
    State Farm Vp Management Corp
    Sacramento, CA
  • 04/2023 → Present
    Sacramento, CA
Other Businesses

1) Maximillian Lam's Insurance Agency; Insurance Agency; Investment-related; 2402 Del Paso Rd Ste 120 Sacramento, CA 95834-9607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2007; 80; 80; Service customers and supervise employees 2) Miva Capital, LLC; investment-related; 2402 Del Paso Rd Ste 120 Sacramento, CA 95834; Investment or Commercial Property; Owner; none; 06/05/2024; 1; 0; Duties: Privately held rental building. 3) The Lam Family Trust Est 06/26/2013; Investment-Related; 4702 Wyndview Dr Sacramento, CA 95835; Investment or Commercial Property; Owner; 06/05/2024; 0; 0; Rental house rented out to tenant.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-08
S63 Uniform Securities Agent State Law Examination 2006-06-01
  • S65 Uniform Investment Adviser Law Examination
    2023-04-08
  • S63 Uniform Securities Agent State Law Examination
    2006-06-01
Other Names
  • Max Lam

View on SEC IAPD

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