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RS

Ripsime Helena Soulakhian

STATE FARM INVESTMENT MANAGEMENT
Glendale, CA 91207
Some features on this profile are disabled
CRD#: 5517586
RS

Professional summary


Ripsime Helena Soulakhian, who also goes by Helena Ripsime Soulakhian, Helena Soulakhian, Ripsime Helena Soulakhian, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Glendale, California and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.

Ripsime Helena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ripsime Helena has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Helena Ripsime Soulakhian | Helena Soulakhian | Ripsime Helena Soulakhian

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Ripsime Soulakhian's Insurance Agency; Insurance Agency; Investment-related; 3253 Lorna Rd Vestavia Hls, AL 35216-5403; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ripsime Helena Soulakhian's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 12, 2021 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 621 E Glenoaks Blvd Ste E, Glendale, CA 91207
RIA
CRD#: 3487
Glendale, CA
Current

October 12, 2020 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346
BD
CRD#: 43036
Dunwoody, GA
Past

May 6, 2014 - March 14, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WEST HOLLYWOOD, CA
Past

May 6, 2014 - March 14, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WEST HOLLYWOOD, CA
Past

October 1, 2012 - April 10, 2014

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NORTH HOLLYWOOD, CA
Past

October 1, 2012 - April 10, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NORTH HOLLYWOOD, CA
Past

March 27, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
GLENDALE, CA
Past

August 31, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
GLENDALE, CA
Past

June 10, 2008 - September 9, 2009

NEW ENGLAND SECURITIES

BD
CRD#: 615
WOODLAND HILLS, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487 / SEC#: 801-8184, 8-13379

RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)
BD
Terminated by SEC on 06/30/2001

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/1/2024)
IAR
Arizona
(3/21/2024)
RR
California
(10/14/2020)
IAR
California
(10/12/2021)
RR
Nevada
(3/1/2024)
IAR
Nevada
(3/4/2024)
RR
Oregon
(3/1/2024)
IAR
Oregon
(3/7/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487 / SEC#: 801-8184, 8-13379

RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)
BD
Terminated by SEC on 06/30/2001
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Contact information


Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE BROCHURE (3/25/2025)

Direct owners and executive officers


NamePositionCRD#
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYOWNER
CHEVALIER, JEREL SAMASSISTANT SECRETARY-TREASURER2209892
GRIMES, DAVID ROYVICE PRESIDENT & SECRETARY1432710
GRIZZLE, DAVID RAYASSISTANT SECRETARY/TREASURER4084087
HORTON, STEPHEN LOWELLASSISTANT SECRETARY3124493
JAYNES, DONALD ONEILASSISTANT SECRETARY3124497
JOSLIN, ROGER SCOTTDIRECTOR, VICE PRESIDENT & TREASURER262350
KILLIAN, JOHN JOSEPHDIRECTOR2614915
MOORE, DAVID MICHAELASSISTANT SECRETARY2876793
MOSER, KURT GEORGEDIRECTOR & SENIOR VICE PRESIDENT2065254
RUST, EDWARD BARRY JRDIRECTOR AND PRESIDENT1450795
THOMAS, HOWARD ANDREWASSISTANT SECRETARY-TREASURER3150520
TIPSORD, MICHAEL LEONASSISTANT SECRETARY1943922
TROSINO, VINCENT JOSEPHDIRECTOR1780681

Regulatory assets under management


Total Number of Accounts38
AUM (Assets Under Management)$ 11,294,815,444

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STATE FARM INVESTMENT MANAGEMENT CORP.

STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487Glendale, CA 91207

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