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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| OH | RA | APPROVED | 2024-09-16 |
Branch Locations
3400 Executive Pkwy Suite 200, Toledo, OH 43606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Maumee | OH | 06/2020 | 09/2020 |
| Thrivent Financial | Appleton | WI | 06/2020 | 09/2020 |
| The Bottom Line Wealth Management Ltd. | Toledo | OH | 03/2021 | 06/2021 |
| Retirement Income Consultants | Toledo | OH | 09/2020 | 07/2021 |
| Sun Fcu | Maumee | OH | 07/2021 | 04/2022 |
| Cuna Brokerage Services, Inc | Waverly | IA | 12/2021 | 04/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2022 | 09/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 05/2022 | 09/2024 |
| Raymond James Financial Services, Inc. | Toledo | OH | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Toledo | OH | 09/2024 | Present |
| Cedarville University | Cedarville | OH | 08/2016 | 05/2020 |
| Wilcox Financial/Wilcox Sports Management | Toledo | OH | 04/2022 | 09/2024 |
(1)Name of Business: Ameritas Life Insurance Corp 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: 12/03/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Solicit and write non-variable life and disability policies through Ameritas Life. (2)Name of Business: Emmanuel Christian School Address: 3400 Executive Pkwy Ste 200, Toledo, OH, 43606-1338, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Trustee and treasurer. Provide assistance to staff in areas of budgeting, planning, and executing on the business plan. No assets of the entity are able to be controlled by treasurer. (3)Name of Business: Wilcox Financial Address: 3400 Executive Pkwy Ste 200, Toledo, OH, 43606-1338, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Other Investment Related: No Start Date: 09/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: VP of Operations and Financial Advisor. Support intra-office operations as well as serve as advisor on client accounts and do insurance business through the approved OBA. (4)Name of Business: Wilcox Sports Management Address: 3400 Executive Pkwy Ste 200, Toledo, OH, 43606-1338, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Independent Contractor, Associate/Employee Investment Related: No Start Date: 04/28/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Support staff for company, Insurance Agent, VP of Operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
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