LOCKWELL INVESTMENTS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 150393). Regulatory assets under management: $15.0M.
| Name | Role | Location |
|---|---|---|
| SHEA DENNIS FRANCIS | OWNER | — |
| BLALOCK BRAD ALAN | MEMBER | — |
| BOHART STUART HENRY | OWNER | — |
| GLASS RICHARD FRED | MANAGING MEMBER; MEMBER | — |
| MCGINNIS JENNIFER REBECCA | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| SCHAFER MARY | OWNER | — |
| BLALOCK HEIDI MARIE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |