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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-30 |
Branch Locations
2000 South Colorado Blvd. Tower One Suite 9000, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies Llc | Denver | CO | 12/2020 | 12/2021 |
| Lockton Investment Securities Llc | Denver | CO | 12/2020 | 12/2021 |
| Lockton Investment Advisors Llc | Denver | CO | 12/2020 | 12/2021 |
| Ima Financial | Denver | CO | 09/2020 | 12/2020 |
| Top Tier Talen Solutions Llc | Denver | CO | 01/2020 | 09/2020 |
| Exended Travel | Buderim | 02/2019 | 01/2020 | |
| First Western Trust | Denver | CO | 08/2014 | 02/2019 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | 07/2023 |
| Bergankdv Wealth Management, Llc | Bloomington | MN | 07/2023 | 07/2023 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 08/2023 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
BKE, LLC; Denver, CO; not investment related; Owner of rental property; start date 10.19.22; 2 hours per month/0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
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