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Patric Curtis Luera

State Farm Investment Management Corp.

Portland, TX

CRD 7666044

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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
GA RA APPROVED 2025-03-03
TX RA APPROVED 2023-07-13
  • GA RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED
    Since 2023-07-13

Branch Locations

902 Us Highway 181 Suite A, Portland, TX 78374 • 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
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
  • 03/2022 → Present
    Patric Luera Insurance Agency
    Portland, TX
  • 11/2022 → Present
    State Farm Vp Management Corp.
    Portland, TX
  • 08/2021 → 03/2022
    State Farm Insurance
    Portland, TX
  • 12/2019 → 08/2021
    Adesola Kuyoro State Farm
    Fishers, IN
  • 09/2019 → 12/2019
    Unemployeed
    Fishers, IN
  • 08/2019 → 09/2019
    Kellie Taylor State Farm
    Indianapolis, IN
  • 01/2018 → 08/2019
    Peyton Pettus State Farm
    Monroe, GA
  • 08/2017 → 01/2018
    Not Employeed
    Bethlehem, GA
  • 02/2017 → 08/2017
    Phoenix Residential Property Management
    Conyers, GA
  • 09/2014 → 02/2017
    Gold Leaf Property Slutions
    Loganville, GA
  • 07/2023 → Present
    Portland, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-29
S63 Uniform Securities Agent State Law Examination 2022-12-02
  • S65 Uniform Investment Adviser Law Examination
    2023-06-29
  • S63 Uniform Securities Agent State Law Examination
    2022-12-02

View on SEC IAPD

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