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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 2026-05-13
  • CA RA
    APPROVED
    Since 2026-05-13

Branch Locations

1901 Camino Vida Roble Suite 115, Carlsbad, CA 92008 • 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 Managment Corp San Marcos CA 12/2022 03/2025
Jesse Dix Insurance Agency San Marcos CA 02/2015 03/2025
Jesse Dix Insurance Agency Carlsbad CA 03/2025 Present
State Farm Vp Managment Corp Carlsbad CA 03/2025 Present
Lucas Dix Insurance Agency Carlsbad CA 03/2025 Present
Lisa Trapp Insurance Agency Encinitas CA 03/2025 Present
State Farm Investment Management Corp Carlsbad CA 05/2026 Present
  • 12/2022 → 03/2025
    State Farm Vp Managment Corp
    San Marcos, CA
  • 02/2015 → 03/2025
    Jesse Dix Insurance Agency
    San Marcos, CA
  • 03/2025 → Present
    Jesse Dix Insurance Agency
    Carlsbad, CA
  • 03/2025 → Present
    State Farm Vp Managment Corp
    Carlsbad, CA
  • 03/2025 → Present
    Lucas Dix Insurance Agency
    Carlsbad, CA
  • 03/2025 → Present
    Lisa Trapp Insurance Agency
    Encinitas, CA
  • 05/2026 → Present
    Carlsbad, CA
Other Businesses

1) Jesse Dix's Insurance Agency; Investment-related; 1901 Camino Vida Roble Suite 115 Carlsbad CA 92008; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/03/2015; 80; 80; Service customers 2) Lucas Dix's Insurance Agency; Investment-related; 1901 Camino Vida Roble Suite 115 Carlsbad CA 92008; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/03/2015; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-12
S63 Uniform Securities Agent State Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2026-05-12
  • S63 Uniform Securities Agent State Law Examination
    2023-03-10
Other Names
  • Shawna Rebecca Yergeau
  • Shawna Rebecca Lopezmaldonado

View on SEC IAPD

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