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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-07-28 |
| TX | RA | APPROVED_RES | 2021-12-20 |
Branch Locations
5400 W. 110Th Street, Overland Park, KS 66211 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Investment Advisors, Llc | Kansas City | MO | 07/2007 | 12/2021 |
| Lockton Financial Advisors, Llc | Kansas City | MO | 07/2008 | 12/2021 |
| Lockton Companies, Llc | Kansas City | MO | 07/1999 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
AirBnB; Frisco, CO; not investment related; Owner; start date 1/1/22; 1 hour per month/0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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