Sheri Ann Lucas

Current Employers

Employment History

• 08/1995 → Present
  Raymond James Financial Services, Inc.
  Cincinnati, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Cincinnati, OH
• 12/2014 → Present
  Wycoff/Lucas Retirement-Investment Group
  Cincinnati, OH
• 07/2019 → Present
  Jw-Cin., Inc.
  Cincinnati, OH
• 12/2014 → Present
  Aspire Wealth Planning
  Cincinnati, OH

Other Businesses

1) Name of Business: JW-Cin., Inc. Address: 8041 Hosbrook Rd Ste 416, Cincinnati, OH 45236 Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 7/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I sub lease an office to RJA employee, Patrick O'Shaughnessy, Managing Director for Equity Research 2) WYCOFF/LUCAS RETIREMENT-INVESTMENT GROUP - CINCINNATI, OH - 12/2014 TO PRESENT - SUPPORT COMPANY/DBA (NON-OWNER) - ADVISOR - OUR PRACTICE NAME USED FOR MARKETING TO CLIENTS AND PROSPECTS - 0 HRS PER MONTH - 0 HRS DURING TRADING HOURS - INVESTMENT RELATED. 3)Name of Business: Aspire Wealth Planning Address: Cincinnati, OH Activity Type: Support Company/ DBA (Non Owner) Position/Title: Other Investment Related: No Start Date: 12/10/2014 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Our practice name used for marketing to clients and prospects.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-25
• S63 Uniform Securities Agent State Law Examination
  1988-05-25

Other Names

• Sheri Armacost
• Sheri Ann Armacost