Roberto Rodriguez Gamez

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

• 11/2014 → 06/2018
  Christian Serrano Insurance Agency
  Rowlett, TX
• 06/2018 → Present
  Beto Rodriguez Insurance Agency
  Sachse, TX
• 05/2022 → 03/2023
  State Farm Vp Management Corp.
  Sachse, TX
• 11/2022 → Present
  Beto Rodriguez Insurance Agency
  Dallas, TX
• 11/2022 → 03/2023
  State Farm Vp Management Corp
  Dallas, TX
• 11/2024 → Present
  State Farm Vp Management Corp.
  Sachse, TX
• 11/2024 → Present
  State Farm Vp Management Corp.
  Dallas, TX
• 11/2024 → Present
  State Farm Investment Management Corp
  Dallas, TX
• 11/2024 → Present
  State Farm Investment Management Corp
  Sachse, TX

Other Businesses

1) Roberto Rodriguez-Gamez Insurance Agency; Investment-related; 5618 Highway 78 Sachse, TX 75048-3744; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2018; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-11
• S63 Uniform Securities Agent State Law Examination
  2024-10-05

Other Names

• Beto Rodriguez
• Roberto Rodriguez-Gamez