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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-14 |
| TX | RA | APPROVED | 2022-12-14 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
7755 Irvine Center Drive Suite 500, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Financial Advisors, Llc | Los Angeles | CA | 10/2013 | 03/2017 |
| Lockton Companies Llc | Los Angeles | CA | 10/2013 | 03/2017 |
| Lockton Investment Advisors, Llc | Kansas City | MO | 10/2013 | 03/2017 |
| Prudential Insurance Company Of America | Los Angeles | CA | 03/2017 | 03/2018 |
| Prudential Investment Management Services Llc | Los Angeles | CA | 03/2017 | 03/2018 |
| Lockton Companies Llc | Los Angeles | CA | 04/2018 | 12/2021 |
| Lockton Financial Advisors, Llc | Los Angeles | CA | 04/2018 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 01/2022 | 11/2022 |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 11/2022 | Present |
| Lockton Investment Advisors, Llc | Los Angeles | CA | 04/2018 | 05/2022 |
| Triad Advisors | Norcross | GA | 02/2023 | 08/2024 |
| Osaic Wealth, Inc. | Irvine | CA | 08/2024 | Present |
1)OneDigital Investment Advisors; investment related; 11101 Switzer Road, Suite 200, Overland Park, KS 66210; LLC; senior retirement plan consultant; 11/21/2022; 60 hrs/month; 60 hrs during trading; retirement plan consultant advising on qualified retirement plans including investment consulting, plan design consulting, retirement plan compliance, vendor management and Fiduciary governance consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
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