Carlos Luis

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-25

FL RA
APPROVED

Since 2026-06-25

Branch Locations

6001 Sw 40Th St, Miami, FL 33155 • United States

16896 S Dixie Hwy, Miami, FL 33157 • 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

Organization	City	State	From	To
Pricewaterhousecoopers	Miami	FL	09/2021	11/2022
Kaufman Rossin	Miami	FL	11/2022	04/2023
Carlos Luis Insurance Agency	Miami	FL	04/2023	Present
University Of Miami	Miami	FL	04/2016	09/2021
State Farm Vp Management Corp	Palmetto Bay	FL	04/2026	Present
Erika Castrillo Insurance Agency	Palmetto Bay	FL	03/2026	Present
State Farm Investment Management Corp	Palmetto Bay	FL	05/2026	Present

09/2021 → 11/2022

Pricewaterhousecoopers

Miami, FL
11/2022 → 04/2023

Kaufman Rossin

Miami, FL
04/2023 → Present

Carlos Luis Insurance Agency

Miami, FL
04/2016 → 09/2021

University Of Miami

Miami, FL
04/2026 → Present

State Farm Vp Management Corp

Palmetto Bay, FL
03/2026 → Present

Erika Castrillo Insurance Agency

Palmetto Bay, FL
05/2026 → Present

State Farm Investment Management Corp

Palmetto Bay, FL

Other Businesses

Erika Castrillo Insurance Agency; Investment-related; 16896 S Dixie Hwy Palmetto Bay, FL 33157; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 04/19/2023; 80; 80; Service customers

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-03

S65 Uniform Investment Adviser Law Examination

2026-06-03

View on SEC IAPD