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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2008-10-29 |
Branch Locations
3 Cityplace Drive, Suite 900, St Louis, MO 63141 • 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 | 06/2008 | Present |
| Lockton Companies, Llc | St Louis | MO | 04/2001 | Present |
| Lockton Financial Advisors, Llc | St Louis | MO | 09/2013 | Present |
LOCKTON COMPANIES, LLC THREE CITYPLACE DRIVE, SUITE 900, ST. LOUIS MO 63141; 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; THREE CITYPLACE DRIVE, SUITE 900, ST. LOUIS MO 63141; APPROXIMATELY 1% OF MY TIME I PROVIDE INVESTMENT ADVISORY SERVICES THROUGH LOCTON INVESTMENT ADVISORS, LLC. Redstone Aero LLC, 1033 Savonne Ct, Chesterfiled, MO 63005; 50% ownership of Aircraft with another owner. 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2008-10-28 |
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