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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-04-20 |
| FL | RA | APPROVED | 2025-01-02 |
| PA | RA | APPROVED | 2024-11-12 |
| NC | RA | APPROVED | 2020-09-25 |
| OH | RA | APPROVED | 2018-09-07 |
Branch Locations
6530 West Campus Oval Suite 180, New Albany, OH 43054 • United States
8425 Pulsar Place Suite 310, Columbus, OH 43240-4041 • United States
303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-16 |
| PA | RA | APPROVED | 2026-01-16 |
| OH | RA | APPROVED | 2025-05-16 |
Branch Locations
6530 West Campus Oval Suite 180, New Albany, OH 43054 • United States
303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Heath | OH | 12/2010 | Present |
| W&S Brokerage Services | Cincinnati | OH | 03/2011 | Present |
WESTERN & SOUTHERN LIFE- NO- GROVE CITY, OH- FULL TIME SALES AGENT// ST CHARLES PREPARATORY SCHOOL 2010 E BROAD ST, COLUMBUS, OH 43209; ALUMNI ADVISORY BOARD, ALUMNI VOLUNTEER, NOT INVESTMENT RELATED, APPROX 1 HOUR EVERY 3 MONTHS NEVER DURING SECURITIES TRADING HOURS; TALK ABOUT SCHOOL ACTIVITIES AND ALUMNI ENGAGEMENT; NO COMPENSATION// W&S ADVISORY SERVICES, LLC; 6530 W CAMPUS OVAL STE 180 NEW ALBANY, OH 43054; FINANCIAL PLANNING SERVICES; START DATE 5/19/2025; FULL-TIME FINANCIAL PLANNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-16 |
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