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Lockton Investment Securities, LLC

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Company Details

Name: Lockton Investment Securities, LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 08 Feb 2008 (17 years ago)
Identification Number: 001663057
Place of Formation: MISSOURI
Purpose: FINANCIAL ADVISEMENT
Historical names: LOCKTON FINANCIAL ADVISORS, LLC
Principal Address: Google Maps Logo 444 WEST 47TH STREET SUITE 900, KANSAS CITY, MO, 64112, USA
Mailing Address: Google Maps Logo 444 W 47TH ST STE 900 SUITE 900, KANSAS CITY, MO, 64112, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CORPORATE CREATIONS NETWORK INC. Agent 10 DORRANCE STREET SUITE 700, PROVIDENCE, RI, 02903, USA

MANAGER

Name Role Address
LOCKTON MANAGEMENT LLC MANAGER 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 USA

Events

Type Date Old Value New Value
Name Change 2020-05-22 LOCKTON FINANCIAL ADVISORS, LLC Lockton Investment Securities, LLC
Conversion 2016-05-05 Lockton Financial Advisors, LLC on 05-05-2016 Lockton Investment Securities, LLC

Filings

Number Name File Date
202454251650 Annual Report 2024-05-14
202332414360 Annual Report 2023-04-05
202209917800 Annual Report 2022-02-09
202101609470 Annual Report 2021-09-16
202065353200 Annual Report 2020-10-16

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Date of last update: 01 Jun 2025

Sources: Rhode Island Department of State