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W&S Brokerage Services, Inc. CRD 8099
$257M regulatory AUM 772 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-23 |
Branch Locations
6075 The Corners Pkwy Suite 205, Peachtree Corner, GA 30092-3329 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgia Southern University | Statesboro | GA | 06/2020 | 07/2024 |
| Capstone Hospitality | Atlanta | GA | 07/2024 | 02/2025 |
| Western & Southern Life | Peachtree Corners | GA | 02/2025 | Present |
| Briarwood Academy | Warrenton | GA | 08/2016 | 06/2020 |
| W&S Brokerage Services, Inc. | Peachtree Corners | GA | 08/2025 | Present |
Western & Southern Life - NO - Atlanta, Ga - Full Time Sales Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
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