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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1185 Avenue Of The Americas, Suite 2010, New York, NY 10036 • United States
7045 College Blvd 5Th Floor, 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 | New York | NY | 01/2006 | Present |
| Lockton Investment Advisors, Llc | New York | NY | 01/2009 | Present |
| Lockton Financial Advisors, Llc | New York | NY | 12/2008 | Present |
LOCKTON COMPANIES, LLC; 7 TIMES SQUARE, SUITE 3802, NEW YORK, NY 10036; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. I SPEND BETWEEN 140-150 HOURS PER MONTH IN INSURANCE CONSULTING SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-23 |
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