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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-05-14 |
Branch Locations
1801 K Street Nw Suite 200, Washington, DC 20006 • 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 Investment Advisors, Llc | Kansas City | MO | 08/2013 | Present |
| Lockton Companies, Llc | Washington | DC | 03/2005 | Present |
| Lockton Financial Advisors, Llc | Washington | DC | 08/2013 | Present |
LOCKTON COMPANIES, LLC; 1801 K STREET NW, SUITE 200, WASHINGTON, DC 20006; 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. Junior Achievement; 1050 17th St NW Washington, DC; Not for profit entity that promote financial literacy fro school children; 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-03 |
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