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303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-20 |
| MS | RA | APPROVED | 2026-01-16 |
| OH | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-16 |
| LA | RA | APPROVED | 2025-05-19 |
Branch Locations
315 South College Suite 222, Lafayette, LA 70503 • United States
303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-05-16 |
| VA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2023-12-14 |
| LA | RA | APPROVED | 2019-04-11 |
| OH | RA | APPROVED | 2018-09-07 |
Branch Locations
315 South College Suite 222, Lafayette, LA 70503 • United States
5555 Hilton Ave Suite 200, Baton Rouge, LA 70808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Washington | Cincinnati | OH | 11/2000 | Present |
WESTERN SOUTHERN LIFE-LAFAYETTE, LA-FULL TIME SALES AGENT***EXECUTOR OF IN-LAWS ESTATE, 0 HRS PER MONTH, NO COMPENSATION///YOUNGSVILLE CHAMBER OF COMMERCE, YOUNGSVILLE LA, MEMBER, NETWORKING WITH OTHER MEMBERS, NOT SECURITIES RELATED, 3 HOURS PER MONTH, NO COMP/// W&S ADVISORY SERVICES, LLC; 315 S COLLEGE RD STE 222 LAFAYETTE, LA 70503; FINANCIAL PLANNING SERVICES; START DATE 5/19/2025; FULL-TIME FINANCIAL PLANNER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
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