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303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-13 |
| PA | RA | APPROVED | 2026-01-13 |
| SC | RA | APPROVED | 2026-01-13 |
Branch Locations
576 Industrial Pkwy Suite A, Heath, OH 43056 • United States
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-20 |
| PA | RA | APPROVED | 2023-08-09 |
| OH | RA | APPROVED | 2021-01-14 |
Branch Locations
576 Industrial Parkway Suite A, Heath, OH 43056 • United States
8425 Pulsar Place Suite 310, Columbus, OH 43240-4041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Columbus | OH | 09/2001 | Present |
| W&S Brokerage Services | Cincinnati | OH | 01/2013 | Present |
WESTERN SOUTHERN LIFE-NO-NEWARK, OH-FULL TIME SALES MANAGER//W&S ADVISORY SERVICES, LLC; 576 Industrial Pkwy Suite A Heath, OH 43056; FINANCIAL PLANNING SERVICES; START DATE 1/13/2026; FULL-TIME FINANCIAL PLANNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-21 |
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