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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-01 |
Branch Locations
1600 Market Street, Suite 3400, Philadelphia, PA 19103 • 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 |
|---|---|---|---|---|
| Innovative Investment Fiduciaries, Llc | Moorestown | NJ | 04/2014 | 05/2021 |
| Innovative Benefit Planning Llc | Moorestown | NJ | 02/2010 | Present |
| Lockton Companies Llc | Philadelphia | PA | 06/2021 | Present |
| Lockton Investment Advisors | Philadelphia | PA | 06/2021 | Present |
LOCKTON COMPANIES, LLC; 1600 Market Street, Suite 3400, Philadelphia, PA 19103; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. APPROXIMATELY 98% OF MY TIME I PROVIDE GENERAL INSURANCE BROKERAGE SERVICES (HEALTH INSURANCE, GROUP LIFE INSURANCE, ETC.) TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-24 |
| S66 | Uniform Combined State Law Examination | 2008-04-28 |
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