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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-05-01 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
76 Batterson Park Road, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 01/2013 | 10/2018 |
| Mml Distributors, Llc | Springfield | MA | 01/2013 | 10/2018 |
| American United Life | Burlington | MA | 10/2018 | 10/2021 |
| Oneamerica Securities | Burlington | MA | 11/2018 | 10/2021 |
| Lockton Companies Llc | Farmington | CT | 10/2021 | Present |
| Lockton Investment Securities | Farmington | CT | 10/2021 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
LOCKTON COMPANIES, LLC; 76 Batterson Park Road, 3rd Floor, Farmington, CT, 06032; 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-08 |
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