Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-18 |
Branch Locations
1070 Commerce Dr Bldg 3, Perrysburg, OH 43551 • United States
Perrysburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2021 | Present |
| Signature Bank | Toledo | OH | 08/2008 | 05/2021 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2021 | Present |
| Wilcox Financial | Toledo | OH | 07/2021 | 08/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2022 | Present |
| Wilcox Financial/Aic | Toledo | OH | 10/2021 | Present |
| Amg Sterling Financial | Perrysburg | OH | 07/2025 | Present |
Wilcox Financial/AIC; inv rel; same as branch; Insurance services; Agent; start date=10/2021; hrs/mo=80; trading hrs/mo=80; Insurance and annuity sales * AMG Sterling Financial; inv rel; 546 Delaware Dr., Perrysburg, OH 43551; Insurance services; Financial Advisor; start date=07/2025; hrs/no=160; trading hrs/mo=100; DBA for Financial Advisory
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
Reach out to this advisor