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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 | 2021-11-01 |
Branch Locations
7205 W Central Ave, Toledo, OH 43617 • United States
Maumee, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilcox Financial/Wilcox Sports Management | Toledo | OH | 08/2016 | 08/2024 |
| Ameritas Investment Corp | Lincoln | NE | 10/2016 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2017 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| P3C Planning Llc | Maumee | OH | 09/2024 | Present |
| Piazza Wealth Management | Toledo | OH | 01/2025 | Present |
| Deverna & Co Financial | Perrysburg | OH | 09/2024 | Present |
P3C Planning LLC; same as residence; non-inv rel; LLC for payroll purposes; Owner; start date=09/2024; hrs/mo=5; trading hrs/mo=5; pay employees' salaries * dba Piazza Wealth Management; inv rel; same as branch; Financial Planning; Owner: start date=01/2025; hrs/mo=180; trading hrs/mo=140; Financial, investment and retirement planning * Deverna & Co Financial; inv rel; 1070 Commerce Dr Bldg 3, Perrysburg OH 43551; Life/Disability Insurance; Agent; start date=09/2024; hrs/mo=180; trading hrs/mo=140; Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-31 |
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