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Rebecca Newman Reynolds

W&S Brokerage Services, Inc.

Fort Wright, KY

Cincinnati, OH

CRD 6031312

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Employer firm

W&S Brokerage Services, Inc. CRD 8099

$257M regulatory AUM 772 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-24
KY RA APPROVED 2025-12-24
OH RA APPROVED 2022-10-27
  • IN RA
    APPROVED
    Since 2025-12-24
  • KY RA
    APPROVED
    Since 2025-12-24
  • OH RA
    APPROVED
    Since 2022-10-27

Branch Locations

909 Wright'S Summit Pkwy Suite 100, Fort Wright, KY 41017 • United States

3860 Race Rd Suite 105, Cincinnati, OH 45211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ohio National Financial Services Cincinnati OH 09/2010 Present
Ohio Natioal Equities Cincinnati OH 03/2013 Present
W&S Brokerage Services Cincinnati OH 10/2022 Present
Western & Southern Life Cincinnati OH 10/2022 Present
Unemployed Milford OH 06/2022 10/2022
  • 09/2010 → Present
    Ohio National Financial Services
    Cincinnati, OH
  • 03/2013 → Present
    Ohio Natioal Equities
    Cincinnati, OH
  • 10/2022 → Present
    W&S Brokerage Services
    Cincinnati, OH
  • 10/2022 → Present
    Western & Southern Life
    Cincinnati, OH
  • 06/2022 → 10/2022
    Unemployed
    Milford, OH
Other Businesses

Western & Southern Life - No-Cincinnati, OH-Full Time Sales Agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-26
  • S63 Uniform Securities Agent State Law Examination
    2022-10-26
Designations
  • Chartered Financial Consultant
Other Names
  • Rebecca Mccartt Newman

View on SEC IAPD

Nearby Firms

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Nearby Investors

ANDREW CHARLES BECKER
DIEGO GERMAN VALLOTA
APRIL RENEE PUNCH

Nearby Offices

EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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