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Zachary Charles Moritz

W&S Brokerage Services, Inc.

Columbus, OH

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Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-15
  • OH RA
    APPROVED
    Since 2025-10-15

Branch Locations

8425 Pulsar Place Suite 310, Columbus, OH 43240-4041 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Western Southern Life Columbus OH 09/2024 Present
W&S Brokerage Columbus OH 09/2024 Present
Uber Eats San Francisco CA 07/2024 08/2024
Hyde Park Prime Steakhouse Dublin OH 04/2024 08/2024
Capstone Wealth Advisors Columbus OH 05/2022 04/2024
Uber Eats San Francisco CA 05/2021 02/2022
Hyde Park Prime Steakhouse Dublin OH 10/2020 06/2022
The Ohio State University Columbus OH 08/2019 05/2023
Family Farm & Home Bucyrus OH 11/2018 11/2020
Colonel Crawford High School North Robinson OH 08/2014 05/2019
  • 09/2024 → Present
    Western Southern Life
    Columbus, OH
  • 09/2024 → Present
    W&S Brokerage
    Columbus, OH
  • 07/2024 → 08/2024
    Uber Eats
    San Francisco, CA
  • 04/2024 → 08/2024
    Hyde Park Prime Steakhouse
    Dublin, OH
  • 05/2022 → 04/2024
    Capstone Wealth Advisors
    Columbus, OH
  • 05/2021 → 02/2022
    Uber Eats
    San Francisco, CA
  • 10/2020 → 06/2022
    Hyde Park Prime Steakhouse
    Dublin, OH
  • 08/2019 → 05/2023
    The Ohio State University
    Columbus, OH
  • 11/2018 → 11/2020
    Family Farm & Home
    Bucyrus, OH
  • 08/2014 → 05/2019
    Colonel Crawford High School
    North Robinson, OH
Other Businesses

Western Southern Life -NO- Columbus, OH- Financial Representative

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-15
S63 Uniform Securities Agent State Law Examination 2024-10-16
  • S65 Uniform Investment Adviser Law Examination
    2025-10-15
  • S63 Uniform Securities Agent State Law Examination
    2024-10-16
Other Names
  • Zach Moritz

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

More in Columbus, OH

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