Walter Casanas (CRD# 7836718) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westfield, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Westfield, NJ | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Westfield, NJ | Dec 2023 - Current | < 1 |
| State Farm Investment Management Corp | Westfield, NJ | Dec 2023 - Current | < 1 |
| Darwin Brito State Farm Insurance Agency | Cherry Hill, NJ | Jan 2022 - Dec 2023 | 1 |
| North Star Academy Lincoln Park High School | Newark, NJ | Aug 2020 - Jan 2022 | 1 |
| Total Warehouse Solutions | Elizabeth, NJ | Aug 2015 - Aug 2020 | 5 |
| Elizabeth High School | Elizabeth, NJ | Dec 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2024 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NJ
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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