Raymond Boyd Wilshire

Current Employers

Employment History

• 02/1973 → Present
  Wilshire & Associates
  Fort Worth, TX
• 11/1989 → 09/2025
  Avantax Investment Services, Inc.
  Fort Worth, TX
• 11/1990 → 09/2025
  Avantax Advisory Services
  Fort Worth, TX
• 02/2023 → Present
  Rocky T Ranch Llc
  Fort Worth, TX
• 06/2023 → Present
  Rockin W Racing Stable Llc
  Fort Worth, TX
• 01/2007 → Present
  Wilshire Consultants Inc
  Fort Worth, TX
• 12/2010 → 09/2025
  Avantax Insurance Agency, Llc
  Fort Worth, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Worth, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2023 → Present
  Wilshire Farm Llc
  Fort Worth, TX

Previous Registrations

• 1990-11-19 → 2025-09-05
  Avantax Advisory Services
  Fort Worth, TX

Other Businesses

1)Rockin W Cattle Co, LLC~'NIR'~600 Summit Ave~Fort Worth~TX~76102~Other~Treasurer/Comptroller~1/1/2008~10hrs~0hrs~cattle business. 2) NAME OF OTHER BUSINESS: WILSHIRE FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 101 SUMMIT AVE SUITE 410 FORT WORTH, TX 76102; NATURE OF BUSINESS: BOARD; START DATE: 01/2012; POSITION/TITLE/RELATIONSHIP: SECRETARY/TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING; 3)Summit Outdoors, Inc~'NIR'~600 Summit Ave~Fort Worth~TX~76102~Other~Secretary~12/21/2004~5hrs~0hrs~sale of hunting equipment 4)Wilshire Consultants Inc~'NIR'~600 Summit Ave~Fort Worth~TX~76102~Other~Vice President~1/1/2007~180hrs~90hrs~Financial & Tax Consulting 5)Wilshire & Assoc/Finl & Tax~'NIR'~600 Summit Ave~Fort Worth~TX~76102~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1974~2hrs~0hrs~virtually none|Wilshire & Associates, Inc~'NIR'~600 SUMMIT AVE~FORT WORTH~TX~76102~Tax Preparation/Accounting~Owner/Sole Proprietor~12/7/2004~2hrs~2hrs~TAX RETURN PREP 6)WILSHIRE WEALTH MANAGEMENT LLC~'NIR'~101 SUMMIT AVE, SUITE 410~FORT WORTH~TX~76102~Tax Preparation/Accounting~Member of the Board of Directors~6/25/2014~100hrs~0hrs~TAX CONSULTING, PREPARATION, AND REPRESENTATION 7) NAME OF OTHER BUSINESS: WILSHIRE FARM LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RANCH; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RANCH MANAGEMENT; 8) NAME OF OTHER BUSINESS: ROCKY T RANCH LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CATTLE RANCHING ; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RANCH MANAGEMENT; 9) NAME OF OTHER BUSINESS: ROCKIN W RACING STABLE LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OWN & SELL RACEHORSES; START DATE: 6/2/2023; POSITION/TITLE/RELATIONSHIP: Owner; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: BUYING, SELLING & RACING THOROUGHBED RACEHORSES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-01-18

Designations

Other Names

• Rick B Wilshire
• R B Wilshire
• Rick Wilshire