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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
3450 W Central Ave Ste 366D, Toledo, OH 43606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Wilcox Financial | Toledo | OH | 04/2010 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WILCOX FINANCIAL; SAME AS BRANCH; INV-REL; FINANCIAL SERVICES ORGANIZATION OFFERING LIFE, DI, ANNUITY AND INSURANCE PRODUCTS; DETACHED AGENT; START DATE=04/2010; HRS/MO=160; TRADING HRS/MO=120; SERVICE TO AN EXISTING BOOK OF INSURANCE CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-26 |
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