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Alexander Merritt

W&S Brokerage Services, Inc.

Fort Wright, KY

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Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-17
  • OH RA
    APPROVED
    Since 2025-10-17

Branch Locations

909 Wright'S Summit Pkwy Suite 100, Fort Wright, KY 41017 • 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
Eastern Michigan University Ypsilanti MI 05/2019 12/2024
Texas State University San Marcos TX 01/2024 01/2025
Oswald Companies Bloomfield Hills MI 05/2021 08/2021
Oswald Companies Bloomfield Hills MI 05/2022 08/2022
Western & Southern Life Fort Wright KY 03/2025 Present
W & S Brokerage Services, Inc Fort Wright KY 06/2025 Present
Moeller High School Cincinnati OH 08/2015 05/2019
Lehr's Prime Market Cincinnati OH 02/2018 05/2018
St. Veronica Cincinnati OH 08/2012 07/2024
  • 05/2019 → 12/2024
    Eastern Michigan University
    Ypsilanti, MI
  • 01/2024 → 01/2025
    Texas State University
    San Marcos, TX
  • 05/2021 → 08/2021
    Oswald Companies
    Bloomfield Hills, MI
  • 05/2022 → 08/2022
    Oswald Companies
    Bloomfield Hills, MI
  • 03/2025 → Present
    Western & Southern Life
    Fort Wright, KY
  • 06/2025 → Present
    W & S Brokerage Services, Inc
    Fort Wright, KY
  • 08/2015 → 05/2019
    Moeller High School
    Cincinnati, OH
  • 02/2018 → 05/2018
    Lehr's Prime Market
    Cincinnati, OH
  • 08/2012 → 07/2024
    St. Veronica
    Cincinnati, OH
Other Businesses

Western & Southern Life-NO-Fort Wright, KY-Full time sales agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
S63 Uniform Securities Agent State Law Examination 2025-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16
  • S63 Uniform Securities Agent State Law Examination
    2025-07-17

View on SEC IAPD

Other Firms

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DEAN DORTON WEALTH MANAGEMENT, LLC
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PFS INVESTMENTS INC.
ROBERT W. BAIRD & CO. INCORPORATED
VALMARK ADVISERS, INC.
EDWARD JONES
OMEGA WEALTH PRIVATE CAPITAL LLC

Other Investors

ANDREW CHARLES BECKER
DIEGO GERMAN VALLOTA
APRIL RENEE PUNCH
Timothy Ryan Vanderhoof
David Prescott Osterbrock
CARDAIL BATISTE
DANIEL ROBERT HECT
ANDREW VARNER

Other Offices

EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY
LPL FINANCIAL LLC · FT WRIGHT, KY
PFS INVESTMENTS INC. · FORT WRIGHT, KY
LPL FINANCIAL LLC · FORT WRIGHT, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
PFS INVESTMENTS INC. · FORT WRIGHT, KY

More in Fort Wright, KY

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