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LOCKSHIELD PARTNERS, INC.

GLASGOW, KY · CRD 175433 · IAPD ↗ · 270-629-2046

$290.6MRegulatory AUM
4Advisory reps
8Employees
10Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — LOCKSHIELD PARTNERS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
April 2025 — LOCKSHIELD PARTNERS, INC. notice-filed in OH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.