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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-20 |
Branch Locations
5949 Sherry Lane, Suite 900, Dallas, TX 75225 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies, Llc | Dallas | TX | 10/2012 | 12/2021 |
| Lockton Investment Advisors, Llc | Kansas City | MO | 10/2012 | 12/2021 |
| Lockton Financial Advisors, Llc | Dallas | TX | 10/2012 | 12/2021 |
| Creative Planning, Llc | Dallas | TX | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
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