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Samuel Mario Longoria

State Farm Investment Management Corp.

San Antonio, TX

CRD 3012016

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-19
  • TX RA
    APPROVED
    Since 2023-06-19

Branch Locations

11026 Culebra Rd Suite 105, San Antonio, TX 78253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Samuel Longoria Insurance Agency San Antonio TX 06/2004 Present
State Farm Vp Management Corp San Antonio TX 06/2004 Present
State Farm Investment Management Corp San Antonio TX 06/2023 Present
  • 06/2004 → Present
    Samuel Longoria Insurance Agency
    San Antonio, TX
  • 06/2004 → Present
    State Farm Vp Management Corp
    San Antonio, TX
  • 06/2023 → Present
    San Antonio, TX
Other Businesses

1) Samuel Longoria's Insurance Agency; Insurance Agency; Investment-related; 11026 Culebra Rd Ste 105 San Antonio, TX 78253-6420; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2004; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-27
  • S63 Uniform Securities Agent State Law Examination
    1998-08-27
Designations
  • Chartered Financial Consultant
Other Names
  • Sam Mario Longoria

View on SEC IAPD

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