| 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 |
| Principal Address: | 444 WEST 47TH STREET SUITE 900, KANSAS CITY, MO, 64112, USA |
| Mailing Address: | 444 W 47TH ST STE 900 SUITE 900, KANSAS CITY, MO, 64112, USA |
| Purpose: | FINANCIAL ADVISEMENT |
| NAICS: | 524210 - Insurance Agencies and Brokerages |
| Historical names: |
LOCKTON FINANCIAL ADVISORS, LLC |
| Name | Role | Address |
|---|---|---|
| CORPORATE CREATIONS NETWORK INC. | Agent | 10 DORRANCE STREET SUITE 700, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| LOCKTON MANAGEMENT LLC | MANAGER | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 USA |
| 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 |
| 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 |
| 202040713960 | Amendment to Application for Registration | 2020-05-22 |
| 201920542100 | Annual Report | 2019-09-19 |
| 201877883860 | Annual Report | 2018-09-20 |
| 201749538830 | Annual Report | 2017-09-12 |
| 201608567690 | Annual Report | 2016-09-08 |
Date of last update: 26 Oct 2024
Sources: Rhode Island Department of State
