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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 01/2009 | Present |
| Ameritas Life Insurance | Lincoln | NE | 01/2009 | Present |
| Wilcox Financial | Toledo | OH | 09/2008 | 09/2024 |
| Ameritas Life Insurance Corp Of New York | New York | NY | 07/2011 | Present |
| Wilcox Sports Management | Toledo | OH | 03/2012 | 09/2024 |
| San Velika, Llc | Toledo | OH | 01/2012 | 11/2020 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Winovich Wealth Partners | Toledo | OH | 09/2024 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * OAK WIN DEVELOPMENT LLC; 300 OAKWOOD CT, PITTSBURGH, PA 15025; NON-INV REL; LLC FOR REAL ESTATE; OWNER; START DATE=01/2022; HRS/MO=1; TRADING HRS/MO=0; LLC USED TO PURCHASE UNDEVELOPED LAND * RENTAL PROPERTY; NON INV REL; 808 E 11TH AVE, MUNHALL, PA 15120; RENTAL PROPERTY; OWNER; START DATE=11/2011; HRS/MO=1; TRADING HRS/MO=0; COLLECT RENT AND MANAGE PROPERTY * Winovich Wealth Partners; same as branch; inv rel; provide financial services; Owner; start date=09/2024; hrs/mo=180; trading hrs/mo=32; lead the financial services firm towards growth and retention of current clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-07 |
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