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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
| OH | RA | APPROVED | 2026-04-16 |
Branch Locations
2 Prestige Place Suite 310, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Life | Miamisburg | OH | 12/2024 | Present |
| Unemployed | Englewood | OH | 09/2024 | 12/2024 |
| Clean Slate Medical Group | Moraine | OH | 11/2020 | 09/2024 |
| Unemployed | Englewood | OH | 10/2020 | 11/2020 |
| Kettering Health | Dayton | OH | 12/2014 | 10/2020 |
| W&S Brokerage Services, Inc | Miamisburg | OH | 12/2024 | Present |
Western Southern Life - NO - Miamisburg, OH - Full Time Sales Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
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