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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2014-09-16 |
| MO | RA | APPROVED | 2014-09-16 |
Branch Locations
8110 E Union Avenue Suite 700, Denver, CO 80237 • United States
7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockton Companies, Llc | Denver | CO | 09/2014 | Present |
| Lockton Financial Advisors, Llc | Denver | CO | 09/2014 | Present |
| Lockton Investment Advisors, Llc | Denver | CO | 09/2014 | Present |
DENVER METRO CHAMBER | | HOURS PER MONTH 10 | NATURE OF BUSINESS : OTHER - DENVER'S CHAMBER OF COMMERCE LEADERSHIP FOUNDATION | START DATE: 6/2/2013 College Invest (Colorado 529 Plan); 1560 Broadway, Suite 1700, Denver,CO 80202; Nature of Business - College Funding; Investment Related; Board Member/Consultant; 2 hours per month devoted to OBA; No Compensation Received LOCKTON COMPANIES, LLC; 8110 E Union Avenue, Ste 700, Denver, CO, 80237; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. LESS THAN 5% OF MY TIME I PROVIDE GENERAL INSURANCE BROKERAGE SERVICES (HEALTH INSURANCE, GROUP LIFE INSURANCE, ETC.) TO CLIENTS. LOCKTON INVESTMENT ADVISORS, LLC; 8110 E Union Avenue, Ste 700, Denver, CO, 80237; APPROXIMATELY 85 % OF MY TIME I PROVIDE INVESTMENT ADVISORY SERVICES THROUGH LOCTON INVESTMENT ADVISORS, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-27 |
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