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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
3400 Executive Parkway Suite 200, Toledo, OH 43606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Toledo | OH | 06/2006 | 09/2024 |
| Ameritas Life Insurance Corp. | Toledo | OH | 06/2006 | 09/2024 |
| Ameritas Life Insurance Corp Of New York | Toledo | OH | 04/2010 | 09/2024 |
| Ameritas Advisory Services, Llc | Toledo | OH | 11/2021 | 09/2024 |
| Raymond James Financial Services, Inc. | Toledo | OH | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Toledo | OH | 09/2024 | Present |
(1)Name of Business: Ameritas Life Insurance Co. Address: 3400 Executive Pkwy Ste 200, Toledo, OH, 43606-1338, United States Activity Type: Non-variable Insurance Position/Title: Other, Agent Investment Related: Yes Start Date: 09/17/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Agency Owner/Representative/Sales (2)Name of Business: Roppe Holding Company Address: 1602 North Union Street, Fostoria, OH, 44830, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 09/10/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Four Board Meetings Annually (3)Name of Business: Wilcox Financial Address: 3400 Executive Pkwy Ste 200, Toledo, OH, 43606-1338, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/01/1982 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Oversees revenues and expenses for branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-25 |
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