Colton Keith Cockerell

Current Employers

Lvz, Inc.

240 South River Avenue, Holland, MI 49423 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-25

TX RA
APPROVED

Since 2024-11-25

Branch Locations

820 S. Friendswood Drive, Ste 207, Friendswood, TX 77546 • 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

Organization	City	State	From	To
Next Financial Group	Friendswood	TX	09/2015	Present
Lvz, Inc.	Holland	MI	11/2024	Present

09/2015 → Present

Next Financial Group

Friendswood, TX
11/2024 → Present

Lvz, Inc.

Holland, MI

Previous Registrations

2016-10-26 → 2024-11-26

Next Financial Group, Inc.

Friendswood, TX

Other Businesses

1) SHARER MCKINLEY GROUP POSITION: Agent NATURE: Insurance-Fixed Annuities; Life/Health; Long-Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/04/2018 ADDRESS: 820 South Friendswood Dr., Suite 207, FRIENDSWOOD TX 77546, United States DESCRIPTION: Life insurance, long-term care, annuity sales, group and individual health insurance sales. 2) SHARER MCKINLEY GROUP POSITION: Employee NATURE: DBA; INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 05/04/2018 ADDRESS: 820 South Friendswood Dr., Suite 207, FRIENDSWOOD TX 77546, United States DESCRIPTION: DBA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-26

S66 Uniform Combined State Law Examination

2016-10-26

View on SEC IAPD

Current Employers

Lvz, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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