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CRD 6229310
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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
| IN | RA | APPROVED | 2023-03-13 |
| OH | RA | APPROVED | 2019-10-07 |
Branch Locations
909 Wright'S Summit Pkwy Suite 100, Fort Wright, KY 41017 • United States
400 Broadway 4Th Floor, Cincinnati, OH 45202 • United States
3860 Race Rd Suite 105, Cincinnati, OH 45211 • United States
6281 Tri Ridge Blvd Suite 310, Loveland, OH 45140-8345 • United States
9050 Centre Point Drive Suite 180, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Hamilton | OH | 04/2013 | 09/2017 |
| W&S Brokerage Services | Cincinnati | OH | 12/2015 | 09/2017 |
| Western Southern Life | West Chester | ID | 03/2019 | Present |
| W&S Brokerage Services | Cincinnati | OH | 04/2019 | Present |
| Kirsch Cpa | Hamilton | OH | 03/2017 | 03/2019 |
WESTERN SOUTHERN LIFE- NO- WEST CHESTER, OH- SALES MANAGER///MIAMI UNIVERSITY COMMERCE BOARD MEMBER; WEST CHESTER TWP OH; 3HRS PER YEAR; NO COMPENSATION; NOT SECURITIES RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-11 |
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