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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-27 |
Branch Locations
8520 Allison Pointe Blvd Suite 110, Indianapolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Greenwood | IN | 01/2014 | 03/2018 |
| Farmers Financial Solutions | Greenwood | IN | 07/2016 | 03/2018 |
| Western & Southern Life | Indianapolis | IN | 03/2018 | Present |
| W&S Brokerage Services, Inc. | Indianapolis | IN | 04/2018 | Present |
Western & Southern Life, Indianapolis, IN, Full-Time Financial Representative Mathnasium, Indianapolis IN, Math tutor to elementary and middle school students, Not securities related, hourly wage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-06 |
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