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Natalie Ileen Barry

State Farm Investment Management Corp.

Houston, TX

CRD 6188599

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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
LA RA APPROVED 2024-03-11
NM RA APPROVED 2024-03-05
OK RA APPROVED 2024-03-05
TX RA APPROVED 2024-03-05
  • LA RA
    APPROVED
    Since 2024-03-11
  • NM RA
    APPROVED
    Since 2024-03-05
  • OK RA
    APPROVED
    Since 2024-03-05
  • TX RA
    APPROVED
    Since 2024-03-05

Branch Locations

308 Avondale St, Houston, TX 77006 • 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 Insurance Austin TX 04/2013 10/2019
State Farm Vp Management Corp Austin TX 04/2013 10/2019
State Farm Vp Management Corp Houston TX 10/2019 Present
Natalie Barry Insurance Agency Houston TX 10/2019 Present
State Farm Investment Management Corp Houston TX 03/2024 Present
  • 04/2013 → 10/2019
    State Farm Insurance
    Austin, TX
  • 04/2013 → 10/2019
    State Farm Vp Management Corp
    Austin, TX
  • 10/2019 → Present
    State Farm Vp Management Corp
    Houston, TX
  • 10/2019 → Present
    Natalie Barry Insurance Agency
    Houston, TX
  • 03/2024 → Present
    Houston, TX
Other Businesses

1) Barry Admin Services, non-investment related, 5925 a Kansas St Houston TX 77007; Service Industry; administrative services, partner, 12-07-2018, 50%, qualified joint venture, 1hr/mo 0hr/mo, none 2) Natalie Barry's Insurance Agency; Insurance Agency; Investment-related; 308 Avondale St Houston, TX 77006-3114; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-05-23
  • S63 Uniform Securities Agent State Law Examination
    2013-05-23
Designations
  • Chartered Financial Consultant
Other Names
  • Natalie Hewett

View on SEC IAPD

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