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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 2022-09-15
  • AZ RA
    APPROVED
    Since 2022-09-15

Branch Locations

1635 N Greenfield Rd Building 1 Suite 101, Mesa, AZ 85205 • 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
Phil Borgia Insurance Agency Mesa AZ 06/2018 03/2023
State Farm Vp Management Corp. Mesa AZ 01/2022 Present
State Farm Insurance Tempe AZ 04/2017 05/2018
Gc Services Mesa AZ 06/2015 03/2017
Mcdonald's Mesa AZ 01/2012 03/2017
State Farm Investment Management Corp Mesa AZ 08/2022 Present
Cecilia Henriquez Burgess Insurance Agency Mesa AZ 04/2023 Present
  • 06/2018 → 03/2023
    Phil Borgia Insurance Agency
    Mesa, AZ
  • 01/2022 → Present
    State Farm Vp Management Corp.
    Mesa, AZ
  • 04/2017 → 05/2018
    State Farm Insurance
    Tempe, AZ
  • 06/2015 → 03/2017
    Gc Services
    Mesa, AZ
  • 01/2012 → 03/2017
    Mcdonald's
    Mesa, AZ
  • 08/2022 → Present
    Mesa, AZ
  • 04/2023 → Present
    Cecilia Henriquez Burgess Insurance Agency
    Mesa, AZ
Other Businesses

1) Southwest Bible Fellowship; non-investment-related; 700 West 10t St, Tempe, AZ 85281; Religious Organization; board member; 1/1/2023; 10; 0; No duties. This is my family church, and I will be a board member starting 2023. 2) Cecilia Henriquez Burgess 's Insurance Agency; Investment-related; 1635 N Greenfield Rd Ste 101 Mesa AZ 85205; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 04/01/2023; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-09
S63 Uniform Securities Agent State Law Examination 2022-03-02
  • S65 Uniform Investment Adviser Law Examination
    2022-08-09
  • S63 Uniform Securities Agent State Law Examination
    2022-03-02

View on SEC IAPD

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