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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 | 09/2006 | 09/2024 |
| Ameritas Life Insurance Corp Of New York | Toledo | OH | 06/2010 | 09/2024 |
| Wilcox Financial, Inc. | Toledo | OH | 09/2006 | 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 Company Address: 3400 Executive Pkwy Ste 200, Toledo, OH, 43606-1338, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/18/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Offering term life and universal life products to clients as needed. (2)Name of Business: EJHORC LLC Address: 5145 River Ridge Cir, Sylvania, OH, 43560, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Wilcox Financial/Wilcox Sports Mgmt Address: 3400 Executive Pkwy Ste 200, Toledo, OH, 43606-1338, United States Activity Type: Support Company - Non Owner Position/Title: Officer - President Investment Related: No Start Date: 09/18/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I utilize Ameritas Life Insurance Company for Life Insurance products. When appropriate for clients, I utilize term and universal life insurance contracts for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-24 |
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