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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
TX RA APPROVED 2025-06-10
  • TX RA
    APPROVED
    Since 2025-06-10

Branch Locations

4750 S Padre Island Dr Bldg 2 Suite A, Corpus Christi, TX 78411 • United States

902 Us Hwy 181, 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
Wells Fargo Bank Brownsville TX 10/2012 10/2016
Jp Morgan Securities Llc Brownsville TX 10/2016 02/2019
Jpmorgan Chase Bank Brownsville TX 10/2016 02/2019
State Farm Vp Management Corp Brownsville TX 02/2019 06/2019
Enrique Espinoza Insurance Agency Corpus Christi TX 07/2019 Present
State Farm Vp Management Corp Corpus Christi TX 07/2019 Present
Enrique Espinoza Insurance Agency Portland TX 04/2021 Present
State Farm Vp Management Corp Portland TX 04/2021 Present
State Farm Investment Management Corp Corpus Christi TX 06/2025 Present
State Farm Investment Management Corp Portland TX 06/2025 Present
  • 10/2012 → 10/2016
    Wells Fargo Bank
    Brownsville, TX
  • 10/2016 → 02/2019
    Jp Morgan Securities Llc
    Brownsville, TX
  • 10/2016 → 02/2019
    Jpmorgan Chase Bank
    Brownsville, TX
  • 02/2019 → 06/2019
    State Farm Vp Management Corp
    Brownsville, TX
  • 07/2019 → Present
    Enrique Espinoza Insurance Agency
    Corpus Christi, TX
  • 07/2019 → Present
    State Farm Vp Management Corp
    Corpus Christi, TX
  • 04/2021 → Present
    Enrique Espinoza Insurance Agency
    Portland, TX
  • 04/2021 → Present
    State Farm Vp Management Corp
    Portland, TX
  • 06/2025 → Present
    Corpus Christi, TX
  • 06/2025 → Present
    Portland, TX
Other Businesses

1) Enrique Espinoza's Insurance Agency; Investment-related; 4750 S Padre Island Dr Bldg 2 Unit A Corp Christi, TX 78411-4416; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2019; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-07
S63 Uniform Securities Agent State Law Examination 2016-12-06
  • S65 Uniform Investment Adviser Law Examination
    2025-06-07
  • S63 Uniform Securities Agent State Law Examination
    2016-12-06

View on SEC IAPD

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