James B Cox

Current Employers

Employment History

• 01/2007 → Present
  Mccarthy & Cox
  Marysville, OH
• 01/2007 → 12/2023
  Commonwealth Financial Network
  Waltham, MA
• 02/2026 → Present
  Kintra Wealth, Llc
  Marysville, OH

Previous Registrations

• 2007-01-23 → 2023-12-31
  Commonwealth Financial Network
  Delaware, OH
  Larue, OH
  Plain City, OH
  Richwood, OH
  Huntsville, OH
  Marysville, OH
  Waltham, MA
  Marysville, OH
  Columbus, OH
  Dublin, OH
  Marysville, OH
  Marysville, OH
• 2004-03-02 → 2007-01-23
  Osaic Fa, Inc.
  Columbus, OH
  Marysville, OH
  Columbus, OH
• 2003-12-04 → 2004-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH

Other Businesses

1. Fixed insurance sales; as an agent under the dba name McCarthy & Cox Retirement & Estate Specialists; as of 03/2002, 25% of time spent during business hours, Conducted at branch location; Investment related. 2. Co-Owner, McCarthy & Cox Properties, LLC, a real estate holding company; as of 04/01/2015, 1% of time spent during business hours, Conducted at branch location; Investment related. 3. Managing Member and Co-Owner, Bug & Bear Holdings, LLC, a private entity established as a holding company of two other private entities which together own, manage, and operate a golf course; principal office located in Marysville, OH 43040; as of 09/01/2017; approximately 10% time spent during business hours; Not conducted at branch location; Investment related. 4. Member and Co-Owner (through Bug & Bear Holdings, LLC) of Fuzz & B Enterprises, LLC, a private entity established for the purpose of owning the land and equipment that operates a golf course located at 17483 Robinson Road, Marysville, OH 43040; as of 09/07/2017; approximately less than 1% time spent during business hours; Not conducted at branch location; Investment related. 5. Member and Co-Owner (through Bug & Bear Holdings, LLC) of The Ridge Golf and Gardens, LLC, a private entity established as an operating company for a golf course located at 17487 Robinson Road, Marysville, OH 43040; as of 09/07/2017; approximately 10% time spent during business hours; Not conducted at branch location; Investment related. 6. Owner, Fuzz Properties, LLC, an entity created for the purpose of buying and managing commercial real estate at 16845 Raintree Dr Marysville OH 43040, as of 07/09/2023; Less than 1% of time spent during business hours; Conducted at branch; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-24

Designations