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Lauren Marie Mcdonnell

Jrm Investment Counsel.

Omaha, NE

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Current Employers
Jrm Investment Counsel.

Omaha, NE • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-20
IA RA APPROVED 2018-04-24
NE RA APPROVED 2018-04-20
  • TX RA
    APPROVED_RES
    Since 2020-04-20
  • IA RA
    APPROVED
    Since 2018-04-24
  • NE RA
    APPROVED
    Since 2018-04-20

Branch Locations

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lockton Companies, Llc St Louis MO 01/2012 04/2018
Lockton Financial Advisors, Llc St Louis MO 01/2012 04/2018
Lockton Investment Advisors, Llc St Louis MO 02/2015 04/2018
Jrm Investment Counsel Omaha NE 04/2018 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-10-09
S65 Uniform Investment Adviser Law Examination 2015-04-07
  • S63 Uniform Securities Agent State Law Examination
    2015-10-09
  • S65 Uniform Investment Adviser Law Examination
    2015-04-07

View on SEC IAPD

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