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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 2023-02-21
  • TX RA
    APPROVED
    Since 2023-02-21

Branch Locations

3225 Fort Worth Ave, Dallas, TX 75211 • 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
State Farm Vp Management Corp Dallas TX 06/2013 Present
Carlos Luevano Insurance Agency Dallas TX 06/2013 Present
State Farm Investment Management Corp Dallas TX 08/2018 05/2019
State Farm Investment Management Corp Dallas TX 02/2023 Present
Other Businesses

1) Carlos Luevano's Insurance Agency; Insurance Agency; Investment-related; 3225 Fort Worth Ave Ste 170 Dallas, TX 75211-2445; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2013; 80; 80; Service customers and supervise employees 2) Carlos Luevano Jr; Non-Investment Related; 608 York Ct Lewisvile, TX 75056; Education; Independent Contractor; President; 08/10/2026; 12; 12; Education

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
S63 Uniform Securities Agent State Law Examination 2012-09-26
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30
  • S63 Uniform Securities Agent State Law Examination
    2012-09-26

View on SEC IAPD

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