Joshua Wilcox

Current Employers

Employment History

• 04/2013 → 06/2017
  Ameritas Life Insurance Corp
  Lincoln, NE
• 04/2013 → 06/2017
  Ameritas Investment Corp
  Lincoln, NE
• 03/2013 → 06/2017
  Ameritas Financial Center
  Lincoln, NE
• 12/2015 → 12/2016
  Norfolk Public Schools
  Norfolk, NE
• 07/2017 → 02/2018
  Orion Advisor Services
  Omaha, NE
• 04/2018 → 05/2018
  Woodmen Financial Services, Inc.
  Omaha, NE
• 02/2018 → 04/2018
  Unemployed
  Omaha, NE
• 05/2018 → 12/2022
  Mutual Of Omaha Investor Services
  Omaha, NE
• 05/2018 → 12/2022
  Mutual Of Omaha Insurance Company
  Omaha, NE
• 01/2023 → Present
  United Wealth Advisors Group
  Rockville, MD
• 01/2023 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 01/2023 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2023 → Present
  Ameritas Life Insurance Company
  Lincoln, NE
• 01/2026 → Present
  Wilcox Consulting
  Denver, CO

Previous Registrations

• 2018-06-26 → 2022-12-21
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
• 2015-01-05 → 2017-07-18
  Ameritas Investment Company, Llc
  Lincoln, NE
  Omaha, NE

Other Businesses

United Wealth Advisors Group; same as branch; inv rel; insurance and financial sales; Director of Development; start date=01/2023; hrs/mo=160; trading hrs/mo=160; coordinate advisor resources, facilitate the implementation of partner vision and advisor relationship building * Wilcox Consulting; 110 16th St Ste 1460, Denver CO 80202; non-inv rel; provide organizational consulting services for small, advisor-led, financial advising firms; Owner; start date=01/2026; hrs/mo=20; trading hrs/mo=0; develop and present a project proposal comprised of a variety of services-employee empowerment, operational efficiency, organizational optimization, leadership development

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-24
• S63 Uniform Securities Agent State Law Examination
  2013-05-08

Other Names

• Joshua James Wilcox
• Josh Wilcox