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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-20 |
| CO | RA | APPROVED | 2021-12-17 |
Branch Locations
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 Companies Llc | Denver | CO | 02/2011 | 12/2021 |
| Lockton Financial Advisors, Llc | Denver | CO | 02/2011 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
| Lockton Investment Advisors, Llc | Denver | CO | 10/2019 | 04/2022 |
Rental Property; Denver, CO; is investment related; position - owner; start date 6.1.23; 5 hours per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-07 |
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