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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2023-07-13 |
Branch Locations
902 Us Highway 181 Suite A, Portland, TX 78374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patric Luera Insurance Agency | Portland | TX | 03/2022 | Present |
| State Farm Vp Management Corp. | Portland | TX | 11/2022 | Present |
| State Farm Insurance | Portland | TX | 08/2021 | 03/2022 |
| Adesola Kuyoro State Farm | Fishers | IN | 12/2019 | 08/2021 |
| Unemployeed | Fishers | IN | 09/2019 | 12/2019 |
| Kellie Taylor State Farm | Indianapolis | IN | 08/2019 | 09/2019 |
| Peyton Pettus State Farm | Monroe | GA | 01/2018 | 08/2019 |
| Not Employeed | Bethlehem | GA | 08/2017 | 01/2018 |
| Phoenix Residential Property Management | Conyers | GA | 02/2017 | 08/2017 |
| Gold Leaf Property Slutions | Loganville | GA | 09/2014 | 02/2017 |
| State Farm Investment Management Corp | Portland | TX | 07/2023 | Present |
1) Patric Luera's Insurance Agency; Investment-related; 902 U.S. 181 Frontage Suite A Portland, TX 78374; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2022; 80; 80; Service customers and supervise employees 2) Gregory Portland Middle School Site Based Decision Makers; non-investment-related; Association/Committee/Council; 4600 Wildcat Dr Portland, TX 78374; Association/Committee/Council; other; none; 08/01/2023; 1; 0; Provide assistance with solving school issues and reviewing new initiatives as well as helping to determine new school priorities 3) Portland Chamber of Commerce; Non-Investment-related; 1211 Us Highway 181 Portland, TX 78374; Membership/Civic/Fraternal Organization; Director; 07/01/2024; 10; 0; Chamber of commerce for the town i live in. 4) Portland Chamber of Commerce; Non-Investment-related; 1211 Us Highway 181 Portland, TX 78374; Membership/Civic/Fraternal Organization; Director; 07/01/2024; 10; 0; Chamber of commerce for the town i live in
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
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