Oliver G. Stahl
Professional summary
Oliver Greenleaf Stahl, who also goes by Oliver Stahl, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in San Diego, California and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Oliver is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Oliver has worked at 11 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Oliver Greenleaf Stahl's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2021 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 2621 Denver St Ste B, San Diego, CA 92110-3300November 12, 2020 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346April 30, 2018 - April 30, 2020
TD AMERITRADE, INC.
March 20, 2017 - November 2, 2017
GIRARD SECURITIES, INC.
March 20, 2017 - March 21, 2018
SUMMIT BROKERAGE SERVICES, INC.
March 20, 2017 - March 21, 2018
CETERA INVESTMENT SERVICES LLC
March 20, 2017 - March 21, 2018
CETERA FINANCIAL SPECIALISTS LLC
March 20, 2017 - March 21, 2018
CETERA ADVISORS LLC
March 20, 2017 - March 21, 2018
CETERA WEALTH SERVICES, LLC
November 29, 2016 - March 29, 2017
FIRST ALLIED SECURITIES, INC.
November 29, 2016 - March 21, 2018
FIRST ALLIED ADVISORY SERVICES, INC.
October 20, 2015 - March 21, 2018
FIRST ALLIED SECURITIES, INC.
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/6/2023)
(9/13/2023)
(11/12/2020)
(2/25/2021)
Exams
Series 7TO
Date: 3/3/2024
General Securities Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
