Adviser and broker representative · State Farm Investment Management Corp.
Rosa Martinez
CRD 5208463 · Buford, GA
At a glance
Rosa Martinez is an investment adviser representative with State Farm Investment Management Corp. in Buford, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rosa’s SEC record dates to 2020, about 5 years ago. Rosa is also registered as a broker representative.
Current advisory firm
- State Farm Investment Management Corp.Since November 2020Buford, GA · $13B in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Rosa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.