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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-22 |
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 |
|---|---|---|---|---|
| Diversified Investment Advisors | Charlotte | NC | 06/2007 | 09/2020 |
| Diversified Investors Securities Corp. | Charlotte | NC | 07/2007 | 01/2017 |
| Transamerica Capital, Inc. | Denver | CO | 01/2017 | 07/2019 |
| Transamerica Investors Securities Corporation | Farmville | VA | 07/2019 | 09/2020 |
| American Century Investment Services, Inc. | Kansas City | MO | 10/2020 | 10/2021 |
| Lockton Companies, Llc | Washington | DC | 10/2021 | 12/2021 |
| Lockton Investment Securities, Llc | Washington | DC | 10/2021 | 12/2021 |
| Lockton Investment Advisors, Llc | Washington | DC | 10/2021 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-22 |
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