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Current Employers
Lockton Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-31
  • TX RA
    APPROVED_RES
    Since 2023-05-31

Branch Locations

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

2100 Ross Ave Suite 1200, Dallas, TX 75201 • 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 06/2019 Present
Gallagher Dallas TX 05/2015 05/2019
Lockton Investment Advisors Kansas City MO 05/2023 Present
  • 06/2019 → Present
    Lockton Companies Llc
    Dallas, TX
  • 05/2015 → 05/2019
    Gallagher
    Dallas, TX
  • 05/2023 → Present
    Lockton Investment Advisors
    Kansas City, MO
Other Businesses

LOCKTON COMPANIES, LLC; 2100 Ross Ave, Ste 1200, Dallas, TX 75201; 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.

View on SEC IAPD

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