Julie Sumiki is a registered investment advisor, based in Castro Valley, CA, with 13 years of industry experience.
Location
22063 Center St, Castro Valley, CA, 94546-6707
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.
January 2026 - Present · 8 mos
State Farm Vp Management CORP.Broker
January 2026 - Present · 8 mos
State Farm Investment Management CORP.
January 2026 - Present · 8 mos
Previous Registrations
State Farm Vp Management CORP.Broker
June 2012 - September 2025 · 13 yrs 3 mos
State Registrations4 states
AZCANVOR
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.