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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-30 |
| AR | RA | APPROVED | 2023-06-20 |
| OK | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED | 2023-05-30 |
Branch Locations
2121 W 6Th Ave, Stillwater, OK 74074 • United States
726 S Western Rd, Stillwater, OK 74074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucas Grounds Insurance Agency | Stillwater | OK | 03/2015 | Present |
| State Farm Vp Management Corp | Stillwater | OK | 03/2015 | Present |
| State Farm Investment Management Corp. | Stillwater | OK | 07/2018 | 06/2019 |
| Lucas Grounds Insurance Agency | Stillwater | OK | 10/2022 | Present |
| State Farm Investment Management Corp | Stillwater | OK | 05/2023 | Present |
1) Stillwater Medical Foundation; non-investment-related; 1201 S Adams Stillwater OK 74074; Stillwater Medical Foundation is a not-for-profit entity that exists to support the local hospital Stillwater Medical Center.;01/28/2020;2;2; director, president, chair elect. I do not hold any office nor am I on any committees. 2) G Properties LLC; investment-related; 3307 S Black Oak Dr Stillwater OK 74074, ; Investment or Commercial Property; Owner; President; 09/16/2021; 3; 0; oversee maintenance if needed & Pay bills/Co-Signor on checking account 3) Lucas Grounds's Insurance Agency; Insurance Agency; Investment-related; 2121 W 6th Ave Stillwater, OK 74074-4136; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2015; 80; 80; Service customers and supervise employees 4) Lucas Grounds Property #1 (personally held real estate); Investment-related; 3307 S Black Oak Dr Stillwater, OK 74074; Other; Owner; 04/05/2024; 1; 0; personally owned real estate that is rented out part of the year. 5) SMC Healthcare Partners; Non-investment-related; 1323 W 6th Ave. Stillwater, OK, 74074; Association/Committee/Council; Director (includes sitting on Board of Directors); Treasurer/Secretary; 12/16/2025; 1;1; Federally Qualified Health Clinic look alike program 6) Vertical Church; Non-Investment Related; 3215 S Black Oak Dr Stillwater, OK 74074; Other; Officer; None; 03/16/2026; 4; 0; None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-15 |
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