Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-06 |
Branch Locations
Oregon City, OR • United States
9375 Sw Wilsonville Rd Suite A, Wilsonville, OR 97070 • United States
3791 River Rd N Suite A, Keizer, OR 97303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jay Puppo Insurance Agency | Wilsonville | OR | 05/2024 | Present |
| Retired | Oregon City | OR | 06/2016 | 05/2024 |
| State Farm Vp Management Corp | Wilsonville | OR | 07/2024 | Present |
| Joe Guerra Insurance Agency | Keizer | OR | 07/2024 | Present |
| State Farm Vp Management Corp | Keizer | OR | 07/2024 | Present |
| State Farm Investment Management Corp | Keizer | OR | 04/2025 | Present |
| State Farm Investment Management Corp | Wilsonville | OR | 04/2025 | Present |
1) Jay Puppo's Insurance Agency; Investment-related; 9375 SW Wilsonville Rd Ste A Wilsonville, OR 97070; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/14/2024; 80; 80; Service customers 2) Joe Guerra's Insurance Agency; Investment-related; 3791 River Rd N Ste A Keizer, OR 97303; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/14/2024; 80; 80; Service customers 3) ALZETA Corp; non-investment related; 1960 Hartog Drive San Jose CA 95131; other; director; director; 07/25/2014; 4; 0; manufacturing of industrial products, Advanced combustion clean air solutions for industry 4) Baytown Northwood Apartments LLC; non-investment-related; 1717 W 34th St, Ste 600-442 Houston, TX 77018; Investment or Commercial Property; Other; None; 10/29/2023; 0;0; Multi-family apartment complex 5) 515 East 12th JV LLC; Investment Related; 146 West 29th Street #8E New York, NY 10001; Investment or Commercial Property; Partner; None; 04/17/2026; 0; 0; Real Estate Investment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-28 |
Reach out to this advisor