Alberto Cortez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  State Farm Vp Management Corp.
  El Paso, TX
• 12/2013 → Present
  State Farm Insurance
  El Paso, TX
• 08/2018 → 03/2020
  State Farm Investment Management Corp.
  El Paso, TX
• 04/2021 → Present
  State Farm Investment Management Corp.
  El Paso, TX

Other Businesses

1) TX Pro Notary Signings; non-investment-related; 7362 Remcon Cir. Unit #640, El Paso, TX 79912; Vendor (Providing Notary Services); Partner; none;12/27/2022; 20;0; I'm seeking permission from the broker dealer to 1) perform notarial transactions through work assignments from an existing Notary Vendor (These will take place only occasionally and on evenings or weekends through a vendor: Blue Notary 2) gain proficiency with repeated notarial duties so that I may assist with potential training of her Recruits from time to time 3) Formalize the business by helping Mari set up the business structure, LLC, s -Corp, etc. 2) Cielo Vista Church; Non-Investment Related; 3585 Lee Trevino Dr El Paso, TX 79936; Membership/Civic/Fraternal Organization; Board Member; None; 07/01/2026; 5; 0; To help lead and support the vision and mission of Cielo Vista Church. To make recommendations on payroll related decisions. To make recommendations on future projects involving construction and carry out growth strategies.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-09-11

Designations

• Chartered Financial Consultant