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7045 College Blvd 5Th Floor, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-01 |
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 Financial Advisors, Llc | Washington | DC | 01/2009 | Present |
| Lockton Companies, Llc | Washington | DC | 09/2008 | Present |
| Lockton Investment Advisors, Llc | Kansas City | MO | 10/2010 | Present |
LOCKTON COMPANIES, LLC; 1801 K STREET NW SUITE 200, WASHINGTON, DC 20006; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. I SPEND BETWEEN 140-150 HOURS PER MONTH IN INSURANCE CONSULTING SERVICES TO CLIENTS. LOCKTON INVESTMENT ADVISORS, LLC; 1801 K STREET NW SUITE 200, WASHINGTON, DC 20006. APPROXIMATELY 2 HOURS PER MONTH ARE SPENT PROVIDING INVESTMENT ADVISORY SERVICES THROUGH LOCKTON INVESTMENT ADVISORS, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-04 |
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