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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-20 |
| VA | RA | APPROVED | 2026-07-02 |
| OH | RA | APPROVED | 2026-05-15 |
Branch Locations
4230 State Route 306 Suite 300, Willoughby, OH 44094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Paschal Baylon | Highland Heights | OH | 08/2015 | 06/2017 |
| Mayfield High School | Mayfield | OH | 06/2017 | 06/2021 |
| John Carroll University | University Heights | OH | 06/2021 | 05/2025 |
| Innovative Companies | Chardon | OH | 06/2020 | 07/2020 |
| Mayfield Country Club | South Euclid | OH | 06/2021 | 08/2021 |
| Marketing Communication Resource | Willoughby | OH | 12/2021 | 08/2022 |
| Baci Winery | Madison | OH | 05/2023 | 08/2023 |
| Western Southern Life | Willoughby | OH | 06/2024 | 08/2024 |
| Western & Southern Life | Willoughby | OH | 06/2025 | Present |
| W&S Brokerage Services, Inc | Willoughby | OH | 10/2025 | Present |
Western & Southern Life- NO- Willoughby, Ohio- Full Time Sales Agent///DPTea LLC, Beverage company, Owner, Not investment related, 2-4 hrs per month, No compensation-profits reinvested back into company///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-10 |
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