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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-03 |
Branch Locations
1221 Minor Avenue 910, Seattle, WA 98101 • United States
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 |
|---|---|---|---|---|
| Vacation Rental Property | Kansas City | MO | 05/2007 | Present |
| Ockton Financial Advisors, Llc | Kansas City | MO | 05/2015 | 10/2022 |
| Lockton Companies, Llc | Kansas City | MO | 05/2015 | 10/2022 |
| Lockton Financial Advisors, Llcq | Kansas City | MO | 05/2015 | 10/2022 |
| Lockton Investment Advisors, Llc | Kansas City | MO | 06/2015 | 10/2022 |
| Lockton Investment Securities, Llc | Kansas City | MO | 07/2021 | 10/2022 |
| Creative Planning, Llc | Overland Park | KS | 10/2022 | Present |
- Rockhurst University,: 5151 Troost Ave, #100 Kansas City, MO 64110: Working with Prosperity Center to develop financial health education content for students and faculty; about 30 hours per month. - Don Hess author; Kansas City, MO; not investment related; Author of novels; start date 1.6.2017; 40 hours per month/0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-27 |
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