Benjamin Richard Wilcox

Current Employers

Employment History

• 09/2009 → 09/2024
  Wilcox Financial, Inc.
  Toledo, OH
• 01/2009 → Present
  Bcsn
  Northwood, OH
• 09/2009 → 09/2024
  Ameritas Life Insurance Corp
  Lincoln, NE
• 09/2009 → 09/2024
  Ameritas Investment Company, Llc
  Lincoln, NE
• 05/2011 → 09/2024
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 05/2019 → 06/2019
  Black Swamp Lacrosse
  Perrysburg, OH
• 11/2021 → 09/2024
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 09/2024 → Present
  Raymond James Financial Services, Inc.
  Toledo, OH
• 09/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Toledo, OH

Previous Registrations

• 2021-11-01 → 2024-09-18
  Ameritas Advisory Services, Llc
  Toledo, OH
• 2018-01-19 → 2024-09-16
  Wilcox Financial, Inc.
  Lincoln, NE
  Toledo, OH
• 2018-06-12 → 2021-11-01
  Ameritas Investment Company, Llc
  Lincoln, NE
  Toledo, OH
  Lincoln, NE

Other Businesses

(1)Name of Business: Ameritas Life Insurance 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: 07/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent for new and current life insurance policies. Also still service in-force fixed indexed annuities that we sold before the broker/dealer change in September 2024. We do not sell new annuities through them. (2)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: Associate/Employee Investment Related: No Start Date: 01/02/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: I'm a financial advisor with the firm, DBA Wilcox Financial / Wilcox Sports Management (3)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: Associate/Employee Investment Related: No Start Date: 01/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: WSM provides the same holistic financial planning services that Wilcox Financial does, just tailored for sports coaches, college athletic directors, administrators, etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-10