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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| MO | RA | APPROVED | 2012-01-01 |
Branch Locations
8110 E Union Avenue Suite 700, Denver, CO 80237 • United States
7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies Llc | Denver | CO | 07/2011 | Present |
| Lockton Financial Advisors, Llc | Denver | CO | 08/2011 | Present |
LOCKTON COMPANIES, LLC; 8110 E UNION AVENUE, SUITE 700, DENVER CO 80237; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. LESS THAN 5% OF MY TIME I PROVIDE GENERAL INSURANCE BROKERAGE SERVICES (HEALTH INSURANCE, GROUP LIFE INSURANCE, ETC.) TO CLIENTS. LOCKTON INVESTMENT ADVISORS, LLC; 8110 E UNION AVENUE, SUITE 700, DENVER CO 80237; APPROXIMATELY 85 % OF MY TIME I PROVIDE INVESTMENT ADVISORY SERVICES THROUGH LOCTON INVESTMENT ADVISORS, LLC. Cyclists 4 Community; 2013 Mapleton Ave, Boulder, CO 80304; Fundraising and community services; about 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-26 |
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