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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-25 |
| TX | RA | APPROVED | 2019-09-25 |
Branch Locations
1301 Solana Blvd Building 1, Suite 1529, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Worth | TX | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 09/2019 |
| Western Southern Life | Westlake | TX | 09/2019 | Present |
| W&S Brokerage Services | Cincinnati | OH | 09/2019 | Present |
WESTERN SOUTHERN LIFE- NO- WESTLAKE, TX- FULL TIME SALES AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-11 |
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