Carlos Contreras Alvarez

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

• 08/2013 → 08/2017
  Pure Movement Dance Company
  Allen, TX
• 05/2016 → 01/2020
  Dance Company Of Wylie
  Wylie, TX
• 01/2019 → 06/2019
  The Boiling Stop
  Plano, TX
• 01/2018 → 06/2019
  7Th Harvest Investments
  Richardson, TX
• 01/2020 → 04/2021
  Fidelity Brokerage Services Llc
  Westlake, TX
• 01/2020 → 04/2023
  Dallas Ballet Center
  Dallas, TX
• 05/2016 → 05/2018
  Dallas Ballet Center
  Dallas, TX
• 04/2021 → 06/2022
  Disys
  Irving, TX
• 04/2021 → 06/2022
  Wells Fargo Clearing Services
  Irving, TX
• 02/2023 → 06/2023
  J.P. Morgan Securities Llc
  Garland, TX
• 02/2023 → 06/2023
  Jpmorgan Chase Bank, N.A.
  Garland, TX
• 01/2017 → 12/2018
  The University Of Texas At Dallas
  Dallas, TX
• 01/2021 → 01/2021
  Dana's Studio Of Dance, Inc.
  Southlake, TX
• 06/2022 → 02/2023
  Wells Fargo Clearing Services
  Irving, TX
• 07/2023 → 08/2024
  Texas Homebuyers Llc
  Dallas, TX
• 09/2024 → 12/2024
  State Farm Insurance
  Richardson, TX
• 09/2024 → Present
  State Farm Vp Management Corp.
  Richardson, TX
• 09/2024 → Present
  State Farm Investment Management Corp
  Richardson, TX
• 12/2024 → Present
  State Farm Insurance
  Richardson, TX

Previous Registrations

• 2021-09-02 → 2023-02-09
  Wells Fargo Clearing Services, Llc
  Irving, TX
  St. Louis, MO
• 2019-02-28 → 2019-12-17
  7Th Harvest Investments
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-27
• S65 Uniform Investment Adviser Law Examination
  2019-01-02

Other Names

• Charlie Contreras
• Carlos Luis Contreras Alvarez
• Carlos Contreras Alvarez