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Thomas Edward Altimont

Creative Planning

Dallas, TX

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-19
  • TX RA
    APPROVED
    Since 2021-12-19

Branch Locations

5949 Sherry Lane, Suite 900, Dallas, TX 75225 • United States

5454 W. 110Th Street, 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 Financial Advisors, Llc Dallas TX 03/2017 12/2021
Lockton Investment Advisors, Llc Dallas TX 09/2017 12/2021
First Financial Bank Abilene TX 10/2015 03/2017
Lockton Companies, Llc Dallas TX 03/2017 12/2021
Creative Planning, Llc Dallas TX 12/2021 Present
  • 03/2017 → 12/2021
    Lockton Financial Advisors, Llc
    Dallas, TX
  • 09/2017 → 12/2021
    Lockton Investment Advisors, Llc
    Dallas, TX
  • 10/2015 → 03/2017
    First Financial Bank
    Abilene, TX
  • 03/2017 → 12/2021
    Lockton Companies, Llc
    Dallas, TX
  • 12/2021 → Present
    Creative Planning, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-27
S63 Uniform Securities Agent State Law Examination 2017-11-17
  • S65 Uniform Investment Adviser Law Examination
    2018-04-27
  • S63 Uniform Securities Agent State Law Examination
    2017-11-17

View on SEC IAPD

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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

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