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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2011-12-01 |
Branch Locations
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 | Kansas City | MO | 04/2002 | Present |
| Lockton Financial Advisors, Llc | Kansas City | MO | 05/2010 | Present |
| Lockton Investment Advisors, Llc | Kansas City | MO | 08/2010 | Present |
LOCKTON COMPANIES, LLC; 444 W. 47TH STREET, SUITE 900, KANSAS CITY, MO 64112; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. APPROXIMATELY 98% OF MY TIME I PROVIDE GENERAL INSURANCE BROKERAGE SERVICES (HEALTH INSURANCE, GROUP LIFE INSURANCE, ETC.) TO CLIENTS. LOCKTON INVESTMENT ADVISORS, LLC; 444 W. 47TH STREET, SUITE 900, KANSAS CITY, MO 64112; APPROXIMATELY 1% OF MY TIME I PROVIDE INVESTMENT ADVISORY SERVICES THROUGH LOCTON INVESTMENT ADVISORS, LLC. Salvation Army -Kansas Division; 3637 Broadway, Kansas City, MO 64111; Charity; 3 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-04 |
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