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303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
| MI | RA | APPROVED | 2026-01-20 |
| ME | RA | APPROVED | 2026-01-16 |
| GA | RA | APPROVED | 2026-01-14 |
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
4230 State Route 306 Ste 300, Willoughby, OH 44094 • United States
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-09 |
| AZ | RA | APPROVED | 2024-09-17 |
| MI | RA | APPROVED | 2024-06-20 |
| GA | RA | APPROVED | 2024-01-05 |
| ME | RA | APPROVED | 2023-04-24 |
| CA | RA | APPROVED | 2022-06-21 |
| OH | RA | APPROVED | 2019-02-05 |
Branch Locations
4230 State Route 306 Suite 300, Willoughby, OH 44094 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 02/2010 | Present |
| Western And Southern Life | Willoughby | OH | 04/2016 | Present |
WESTERN SOUTHERN LIFE-NO- ELYRIA, OH-FULL TIME AGENT///W&S ADVISORY SERVICES, LLC; 4230 State Route 306 Suite 300 Willoughby, OH 44094; FINANCIAL PLANNING SERVICES; START DATE 1/13/2026; FULL-TIME FINANCIAL PLANNER///INTERNATIONAL REFERRAL NETWORK, PRESIDENT, NOT INVESTMENT RELATED, 6 HOURS PER MONTH, NO COMPENSATION///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-29 |
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