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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-12-20 |
| TX | RA | APPROVED_RES | 2021-12-20 |
| IL | RA | APPROVED | 2021-12-19 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Downers Grove | IL | 03/2005 | 04/2018 |
| Princor Financial Services Corporation | Downers Grove | IL | 03/2005 | 04/2018 |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 04/2018 |
| Lockton Companies Llc | Chicago | IL | 04/2018 | 12/2021 |
| Lockton Financial Advisors, Llc | Chicago | IL | 04/2018 | 12/2021 |
| Lockton Investment Advisors Llc | Chicago | IL | 04/2018 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-02 |
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