LOCKSHIELD PARTNERS, INC.
CRD #175433 SEC #801-116877 GLASGOW, KY 270-629-2046
SEC Registered
Total AUM
$245.8M
Discretionary
$0
Employees
3
Clients
10
Accounts
1,567
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARSTON, JEREMIAH, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| KLEIN, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (4)
KY OH TN TX
Address
301 SOUTH BROADWAYGLASGOW, KY 42141
United States
Phone: 270-629-2046