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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-27 |
Branch Locations
7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
120 Exchange Street Suite 201, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies Llc | New York | NY | 09/2011 | Present |
| Lockton Financial Advisors Llc | Denver | CO | 10/2011 | Present |
| Lockton Investment Advisors, Llc | Kansas City | MO | 11/2011 | Present |
LOCKTON COMPANIES, LLC; 1185 Avenue of the Americas Suite 2010, New York, NY 10036; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. I SPEND BETWEEN 140-150 HOURS PER MONTH IN INSURANCE CONSULTING SERVICES TO CLIENTS. LOCKTON INVESTMENT ADVISORS, LLC; 1185 Avenue of the Americas Suite 2010, New York, NY 10036. APPROXIMATELY 2 HOURS PER MONTH ARE SPENT PROVIDING INVESTMENT ADVISORY SERVICES THROUGH LOCKTON INVESTMENT ADVISORS, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-12 |
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