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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
MO RA APPROVED 2025-01-30
AR RA APPROVED 2023-06-20
OK RA APPROVED 2023-05-30
TX RA APPROVED 2023-05-30
  • MO RA
    APPROVED
    Since 2025-01-30
  • AR RA
    APPROVED
    Since 2023-06-20
  • OK RA
    APPROVED
    Since 2023-05-30
  • TX RA
    APPROVED
    Since 2023-05-30

Branch Locations

2121 W 6Th Ave, Stillwater, OK 74074 • United States

726 S Western Rd, Stillwater, OK 74074 • 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
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
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-16
S63 Uniform Securities Agent State Law Examination 2014-05-15
  • S65 Uniform Investment Adviser Law Examination
    2023-05-16
  • S63 Uniform Securities Agent State Law Examination
    2014-05-15

View on SEC IAPD

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