Best Investors Account Sign in
Inactive

Christian Michael Moreno

Lockton Investment Advisors, LLC

Dallas, TX

Overland Park, KS

Claim This Profile
Current Employers
Lockton Investment Advisors, Llc

7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2013-12-16
TX RA APPROVED 2013-12-16
  • MO RA
    APPROVED
    Since 2013-12-16
  • TX RA
    APPROVED
    Since 2013-12-16

Branch Locations

2100 Ross Avenue, Suite 1200, Dallas, TX 75201 • United States

7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lockton Companies, Llc Dallas TX 06/2011 Present
Lockton Investment Advisors, Llc Kansas City MO 04/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-16
  • S65 Uniform Investment Adviser Law Examination
    2013-12-16

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor