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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-28 |
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilcox Financial | Toledo | OH | 12/2004 | 08/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 12/2006 | Present |
| Perrsyburg Soccer Club | Perrysburg | OH | 09/2015 | 08/2020 |
| Premier Planning Group | Toledo | OH | 09/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Premier Planning Group; same as branch; inv rel; financial planning; Client Portfolio Specialist; start date=09/2020; hrs/mo=200; trading hrs/mo=130; help service client accounts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-06 |
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