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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| FL | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2024-12-03 |
| GA | RA | APPROVED | 2023-09-18 |
Branch Locations
3903 Northdale Blvd Suite 290-E, Tampa, FL 33624 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Land O Lakes | FL | 01/2015 | Present |
| Waddell & Reed Inc | Tampa | FL | 01/2015 | 09/2018 |
| Cetera Advisors | Denver | CO | 09/2018 | 08/2023 |
| W&S Brokerage Services, Inc. | Tampa | FL | 08/2023 | Present |
| Western & Southern Life | Tampa | FL | 08/2023 | Present |
WESTERN SOUTHERN LIFE- NO- TAMPA, FL- FULL TIME SALES AGENT///TAMPA BAY CIGAR HOOLIGANS, LARGO FL, NOT INVESTMENT RELATED, CO-FOUNDER, 5 HOURS PER MONTH, NO COMPENSATION///YMCA EAST PASCO AND DADE CITY, BOARD MEMBER, NOT INVESTMENT RELATED, 5-10 HOURS PER MONTH, NO COMPENSATION///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-24 |
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